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
Venue Location
1421 Arch St
Le Meridien
Pricing
Tickets
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Sponsorship Opportunities
SPEAKERS
SPEAKERS
Rory O'Hara
Founder, Senior Managing PartnerAusperity Private Wealth
Jamie Hopkins
Managing Partner of Wealth SolutionsCarson Group
Stefan Ludlow
Senior Principal, Chief Technology OfficerCerity Partners
Michael Sanders
Chief Investment Officer5C Capital Management
Sharon Hayut
Senior Managing DirectorMagnus Financial Group
Dennis Morton
Founder and PrincipalMorton Brown Family Wealth
Tyler Vernon
Regional Director, PartnerMerit Financial Advisors
Michael Crook
Chief Investment officerMill Creek Capital Advisors
Michael Rosen
Chief Investment OfficerNorthstar Advisory Group
Timothy Calkins
Co-Chief Investment Officer, Director of Fixed IncomeNottingham Advisors, Inc
Jennifer Proper
Managing Director, Wealth StrategiesPitcairn Co
Michael Pidhirskyj
Director of Fixed IncomePitcairn Co
Luke Lloyd
Wealth Advisor & Investment StrategistStrategic Wealth Partners
Brittany Cook
Managing DirectorTiedemann Advisors
Sheryl Kucer
COO and PartnerVeris Wealth Partners
Todd Wickwire
Chief Executive OfficerWMS Partners