Carolinas RIA Summit
June 22, 2023
The second annual Carolinas RIA Summit is a one day meeting of 100+ independent registered investment advisors based across North and South Carolina. 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
555 South McDowell Street
Sheraton Le Meridien Charlotte
Sponsors
Hatteras Investment Partners
TITLE SPONSOR
Gridline
PRESENTING SPONSOR
Learn More About
Sponsorship Opportunities
SPEAKERS
SPEAKERS

Adam Morgan, CFA, CMT
Chief Investment OfficerArmor Investment Advisors

Jack Cooper
Director, Mergers & AcquisitionsBeacon Pointe Advisors

Derek Pszenny
Founder, Co-Managing PartnerCarolina Wealth Management

Robert Shaw
Consultant and Director of TechnologyCarolinas Investment Consulting

Sarah-Katherine Brock, CFP®
Chief Compliance OfficerColony Family Offices

Peter Krull, CSRIC
Partner, Director of Sustainable InvestmentsEarth Equity Advisors

Kyle Sweeney, MBA
Chief Investment OfficerFlagship Healthcare Properties

Michael Longthorne
Managing Director, Institutional SalesFundstrat Global Advisors

Logan Henderson
Founder, CEOGridline

Michael Lee, CAIA
Managing DirectorHatteras Investment Partners

Ben Yeager, CFP®, ChFC®, CLU®, APMA®
PartnerHilltop Wealth Advisors

Christopher Tocco
Principal, Senior Investment ConsultantMercer Investments

Judson Meinhart, CFP®, BFA, CTS
Director of Financial Planning, Senior Financial Advisor & PrincipalModera Wealth Management

Paul Nolte
Senior Wealth Advisor & Market StrategistMurphy & Sylvest Wealth

Brian Griggs, CFA
Managing Director, Portfolio StrategistNuveen

Tom Westhoff
Vice President, RevenuePractifi

Donald Stahl
Head of Sales and SolutionsPrivate Advisor Group

Lauren Pearson, CFP®
Managing Director, PartnerSomerset Advisory

Blair Thompson, CWS
Founder, PresidentSparta Wealth Partners

Sam Davis, CFP®
Managing Partner, Financial AdvisorTBH Advisors

Kris Carroll, PhD, CFA, CFP®
Managing Director, CarolinasWealth Enhancement Group

Bill Marr
Senior Managing DirectorWelton Investment Partners

Abdur Nimeri
Chief Investment OfficerUMB Family Wealth