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
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SPEAKERS
SPEAKERS

Dan Cupkovic
Director of InvestmentsARGI Financial Group

Jessica Lee
Partner, Senior Portfolio ManagerBudros Ruhlin Roe

Svetlana Loshakov
Senior Managing Director, Head of Investment OfficeClearstead

Conor Feldmann
Portfolio ManagerCommas

Jeff Krumpelman
Chief Investment StrategistMariner Wealth Advisors

Chris Behrens
Chief Executive OfficerThe Mather Group

Bryan Cheverud
Director, Mergers and AcquisitionsThe Mather Group

Greg Marcy
Vice President, Business Development, Alternative Investments,Nuveen

James Hodapp
Senior Vice President, Portfolio SpecialistSpectrum Asset Management

Brad Felix
Director of InnovationTruepoint Wealth Counsel

Ali Swart
Director - Wealth PlanningWaldron Private Wealth

James Lenhoff
Director of Mission, FounderWealthquest