Pennsylvania RIA Summit

April 18th, 2024

The third 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. 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 Location

1421 Arch St

Le Meridien



Learn More About

Sponsorship Opportunities



    Rory O'Hara

    Founder, Senior Managing Partner

    Ausperity Private Wealth

    Jamie Hopkins

    Managing Partner of Wealth Solutions

    Carson Group

    Stefan Ludlow

    Senior Principal, Chief Technology Officer

    Cerity Partners

    Michael Sanders

    Chief Investment Officer

    5C Capital Management

    Sharon Hayut

    Senior Managing Director

    Magnus Financial Group

    Dennis Morton

    Founder and Principal

    Morton Brown Family Wealth

    Tyler Vernon

    Regional Director, Partner

    Merit Financial Advisors

    Michael Crook

    Chief Investment officer

    Mill Creek Capital Advisors

    Michael Rosen

    Chief Investment Officer

    Northstar Advisory Group

    Timothy Calkins

    Co-Chief Investment Officer, Director of Fixed Income

    Nottingham Advisors, Inc

    Jennifer Proper

    Managing Director, Wealth Strategies

    Pitcairn Co

    Michael Pidhirskyj

    Director of Fixed Income

    Pitcairn Co

    Luke Lloyd

    Wealth Advisor & Investment Strategist

    Strategic Wealth Partners

    Brittany Cook

    Managing Director

    Tiedemann Advisors

    Sheryl Kucer

    COO and Partner

    Veris Wealth Partners

    Todd Wickwire

    Chief Executive Officer

    WMS Partners


    Contact Us


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