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