Pennsylvania RIA Summit
15 June, 2022
The annual Pennsylvania RIA Summit is a one day meeting of more than one hundred registered investment advisors based across Pennsylvania. Our audience gathers to focus on opportunities and risk in equities, fixed income, alternatives and more. As we recover from the Covid-19 pandemic there has never been a more important time to exchange ideas face-to-face and build industry and community.
Portfolio Summits content is built by and for Registered Investment Advisors and includes dedicated discussions of investment topics as well as practice management, M&A and diversity, staffing and culture within the Financial Advisory industry.
Venue
Venue Location
1735 Market St 52nd Floor, Philadelphia, PA 19103
Pyramid Club Philadelphia
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Tickets
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SPONSORS
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SPEAKERS
SPEAKERS
Jude McDonough
Senior Vice PresidentAlliance Wealth Advisors
Tim Partridge FRM®, CAIA
Managing DirectorAltera
Dan White, CFA
Client Portfolio SpecialistARK Invest
Angie Stephenson
Chief Operations OfficerDomani Wealth
Mckenzie Frankel
PrincipalEntrust Financial
Alexis Budge
Executive Vice President, Director of Investor RelationsFlagship Healthcare Properties
Chad Hileman
Director of Investment ResearchGibson Capital
Jason Barsema
President and Co-FounderHalo Investing
Joe Burns
Managing Director & Co-Head of ResearchiCapital
Michael Crook
Deputy Chief Investment OfficerMill Creek Capital Advisors
Robert Kernan
Managing DirectorNorthStar Advisory Group
Greg Marcy
Vice President, Business Development, Alternative InvestmentsNuveen
Tiffany McGhee
Chief Executive Officer and Chief Investment OfficerPivotal Advisors