Pennsylvania RIA Summit
11 May, 2023
The second annual Pennsylvania RIA Summit is a one day meeting of 100+ independent registered investment advisors with a minimum AUM of $100 million based throughout Pennsylvania and its neighboring states. Our audience gathers for a day of insightful panel discussions, presentations, Q&A, and over two hours of networking.
Portfolio Summits content is built by and for Independent Registered Investment Advisors and includes dedicated discussions of investment topics as well as practice management, M&A and general trends within investment management. Join us as we build industry and community.
433 Chestnut St.
The Kimpton Monaco
Hatteras Investment Partners
Learn More About
Sharon Hayut, CFP, CDFASenior Managing Director
Magnus Financial Group
Michael Crook, CAIAChief Investment Officer
Mill Creek Capital Advisors
Michael RosenChief Investment Officer
Northstar Advisory Group