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.

Venue

Venue Location

433 Chestnut St.

The Kimpton Monaco

Sponsors

Hatteras Investment Partners

PARTNER SPONSOR

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Sponsorship Opportunities

    SPEAKERS

    SPEAKERS

    Sharon Hayut, CFP, CDFA

    Senior Managing Director

    Magnus Financial Group

    Michael Crook, CAIA

    Chief Investment Officer

    Mill Creek Capital Advisors

    Michael Rosen

    Chief Investment Officer

    Northstar Advisory Group

    Contact

    Contact Us

    Location:

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

    Call:

    (718)-513-8049

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