Ohio RIA Summit

19 July, 2022

The annual Ohio RIA Summit is a one day meeting of 100+ registered investment advisors based throughout the state. Our audience gathers for a day of panel discussions, presentations, Q&A, and networking. Topics focus on the opportunities and risk in equities, fixed income, alternatives and more. As we recover from the Covid-19 pandemic there has never been a more important time to exchange ideas face-to-face and build industry and community.

Portfolio Summits content is built by and for Registered Investment Advisors and includes dedicated discussions of investment topics as well as practice management, M&A and general trends within the Financial Advisory industry.

Venue

Venue Location

401 N High St, Columbus, OH 43215

Hilton Columbus Downtown, Columbus, OH

pricing

Tickets

Complimentary Independent RIA Admission

SPONSORS

Learn More About

Sponsorship Opportunities


    SPEAKERS

    SPEAKERS

    Dan Cupkovic

    Director of Investments

    ARGI Financial Group

    Jessica Lee

    Partner, Senior Portfolio Manager

    Budros Ruhlin Roe

    Svetlana Loshakov

    Senior Managing Director, Head of Investment Office

    Clearstead

    Conor Feldmann

    Portfolio Manager

    Commas

    Jeff Krumpelman

    Chief Investment Strategist

    Mariner Wealth Advisors

    Chris Behrens

    Chief Executive Officer

    The Mather Group

    Bryan Cheverud

    Director, Mergers and Acquisitions

    The Mather Group

    Greg Marcy

    Vice President, Business Development, Alternative Investments,

    Nuveen

    James Hodapp

    Senior Vice President, Portfolio Specialist

    Spectrum Asset Management

    Brad Felix

    Director of Innovation

    Truepoint Wealth Counsel

    Ali Swart

    Director - Wealth Planning

    Waldron Private Wealth

    James Lenhoff

    Director of Mission, Founder

    Wealthquest

    Contact

    Contact Us

    Location:

    Incomm Summits 27 E 28th St, 8th Floor, New York, NY 10016

    Call:

    (718)-513-8049