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

pricing

Tickets

Complimentary Independent RIA Admission

PARTNER SPONSOR

SPONSORS

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Sponsorship Opportunities


    SPEAKERS

    SPEAKERS

    Jude McDonough

    Senior Vice President

    Alliance Wealth Advisors

    Tim Partridge FRMĀ®, CAIA

    Managing Director

    Altera

    Dan White, CFA

    Client Portfolio Specialist

    ARK Invest

    Angie Stephenson

    Chief Operations Officer

    Domani Wealth

    Mckenzie Frankel

    Principal

    Entrust Financial

    Alexis Budge

    Executive Vice President, Director of Investor Relations

    Flagship Healthcare Properties

    Chad Hileman

    Director of Investment Research

    Gibson Capital

    Jason Barsema

    President and Co-Founder

    Halo Investing

    Joe Burns

    Managing Director & Co-Head of Research

    iCapital

    Michael Crook

    Deputy Chief Investment Officer

    Mill Creek Capital Advisors

    Robert Kernan

    Managing Director

    NorthStar Advisory Group

    Greg Marcy

    Vice President, Business Development, Alternative Investments

    Nuveen

    Tiffany McGhee

    Chief Executive Officer and Chief Investment Officer

    Pivotal Advisors

    Contact

    Contact Us

    Location:

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

    Call:

    (718)-513-8049