Texas RIA Summit

15 September, 2022

The annual Texas RIA Summit is a one day meeting of more than one hundred registered investment advisors based across the state of Texas. 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

1601 Elm St, 48th Floor

Tower Club of Dallas, Dallas, TX

pricing

Tickets

Complimentary Independent RIA Admission

PARTNER SPONSOR

SPONSORS

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Sponsorship Opportunities


    SPEAKERS

    SPEAKERS

    Matt Dattilo

    Partner, Managing Director

    Altera

    Victoria Greene

    Chief Investment Officer

    G Square Private Wealth

    Henry Pizzutello

    Chief Investment Officer

    HFG Wealth Management

    Chris Manske

    President

    Manske Wealth Manangement

    Elizabeth Crawford

    Chief Executive Officer

    Sendero Wealth Management

    Pallavi Srivastava

    Manager, Investments

    Tolleson Wealth Management

    Dhruv Maniktala

    Chief Investment Officer

    True North Advisors

    Contact

    Contact Us

    Location:

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

    Call:

    (718)-513-8049