Pennsylvania RIA Summit

Date – TBD 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.

Venue

Venue Location

Learn More About

Sponsorship Opportunities

    Sharon Hayut

    Senior Managing Director

    Magnus Financial Group

    Contact

    Contact Us

    Location:

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

    Call:

    (718)-513-8049