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 Officer

    Armor Investment Advisors

    Jack Cooper

    Director, Mergers & Acquisitions

    Beacon Pointe Advisors

    Derek Pszenny

    Founder, Co-Managing Partner

    Carolina Wealth Management

    Robert Shaw

    Consultant and Director of Technology

    Carolinas Investment Consulting

    Sarah-Katherine Brock, CFP®

    Chief Compliance Officer

    Colony Family Offices

    Peter Krull, CSRIC

    Partner, Director of Sustainable Investments

    Earth Equity Advisors

    Kyle Sweeney, MBA

    Chief Investment Officer

    Flagship Healthcare Properties

    Michael Longthorne

    Managing Director, Institutional Sales

    Fundstrat Global Advisors

    Logan Henderson

    Founder, CEO

    Gridline

    Michael Lee, CAIA

    Managing Director

    Hatteras Investment Partners

    Ben Yeager, CFP®, ChFC®, CLU®, APMA®

    Partner

    Hilltop Wealth Advisors

    Christopher Tocco

    Principal, Senior Investment Consultant

    Mercer Investments

    Judson Meinhart, CFP®, BFA, CTS

    Director of Financial Planning, Senior Financial Advisor & Principal

    Modera Wealth Management

    Paul Nolte

    Senior Wealth Advisor & Market Strategist

    Murphy & Sylvest Wealth

    Brian Griggs, CFA

    Managing Director, Portfolio Strategist

    Nuveen

    Tom Westhoff

    Vice President, Revenue

    Practifi

    Donald Stahl

    Head of Sales and Solutions

    Private Advisor Group

    Lauren Pearson, CFP®

    Managing Director, Partner

    Somerset Advisory

    Blair Thompson, CWS

    Founder, President

    Sparta Wealth Partners

    Sam Davis, CFP®

    Managing Partner, Financial Advisor

    TBH Advisors

    Kris Carroll, PhD, CFA, CFP®

    Managing Director, Carolinas

    Wealth Enhancement Group

    Bill Marr

    Senior Managing Director

    Welton Investment Partners

    Abdur Nimeri

    Chief Investment Officer

    UMB Family Wealth

    Contact

    Contact Us

    Location:

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

    Call:

    tel:(646)-662-5623