Washington DC RIA Summit

8 February, 2023

The second annual Washington DC RIA Summit is a one day meeting of 100+ independent registered investment advisors based throughout the metro DMV area and its neighboring states. 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. Joins us as we build industry and community.


Venue Location

1331 Pennsylvania Avenue NW, Washington, DC 20004

JW Marriott Washington, DC




Hatteras Investment Partners


Calamos Investments


Learn More About

Sponsorship Opportunities



    Michael Stafford, CFA

    Managing Director, Director of Fixed Income Investment

    ASB Capital Management

    John Donovan CFA

    Managing Director, Private Wealth Solutions

    Blackstone Group

    Joe Cusick

    Vice President, Portfolio Specialist

    Calamos Investments

    Robert Shaw

    Investment Consultant & Director of Technology

    Carolinas Investment Consulting

    Svetlana Loshakov

    Senior Managing Director, Head of Investment Office


    Folashade Abiola-Banjac

    Principal - Fraud & Forensic Investigations & Litigation

    (CLA) CliftonLarsonAllen

    Shellie Peters

    Principal, Senior Wealth Advisor

    The Colony Group

    Philip Chao

    Chief Investment Officer

    Experiential Wealth

    Mike Bailey

    Director of Research

    FBB Capital Partners

    Jasmine Lambert

    VP of Client Experience

    Fellows Financial Group, a Wealthcare Company

    David Perkins, CAIA

    Chief Executive Officer & Co-Founder

    Hatteras Investment Partners

    Carol Petrov

    Vice President and Senior Relationship Manager

    Kendall Capital Management

    Sarah Baker

    Senior Financial Planner

    The Mason Companies

    Joe Daigle, CFEI

    Chief Executive Officer

    Mallard Financial Partners

    Noreen Miyake-Char

    Director of Investment Portfolio Management

    The Monitor Group

    Joshua Olds

    Partner & Portfolio Manager

    New Potomac Partners

    Bruce Lavine

    Chief Executive Officer


    Timothy Calkins

    Co-Chief Investment Officer

    Nottingham Advisors

    Greg Marcy

    Vice President, Alternative Investments Distribution


    James Hodapp

    Senior Vice President, Portfolio Specialist

    Spectrum Asset Management

    Scott Purtiz

    Managing Director, Investment Committee Member


    Blake Millard, CFA

    Vice President, Director of Investment

    Sandbox Financial Partners

    Jack Mahoney

    Vice President, Client Advisor

    Simon Quick Advisors

    Gregory Banasz

    Managing Director, Head of Business Development

    Steward Partners Global Advisory

    Terri Kallsen

    Chief Operating Officer

    Wealth Enhancement Group

    Steve Collins

    Wealth Advisor

    XML Financial Group


    Contact Us


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