Washington RIA Summit

20 October, 2022

The inaugural Washington RIA Summit is a one day meeting of more than one hundred registered investment advisors based across the state. Our audience gathers to focus on opportunities and risks 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

721 Pine St, Seattle, WA 98101

The Grand Hyatt Seattle, WA

pricing

Tickets

Sponsors

Allspring Global Investments

PARTNER SPONSOR

First Trust Portfolios

PRESENTING SPONSOR

Learn More About

Sponsorship Opportunities

    SPEAKERS

    SPEAKERS

    Dr. Rick Jensen

    Performance Coach, Author & Speaker

    Allspring Investments

    Aaren Strand

    Lead Advisor, Director of Financial Planning

    Avier Wealth Advisors

    Jarrod Schweizer

    Vice President of Alternatives

    CAIS

    Jaime Paris

    Senior Portfolio Manager

    Empirical Wealth Management

    James Falcone

    Co-Founder, Managing Director

    Fulcrum Wealth Advisors

    Josh Vail

    Co-Head of Private Wealth Solution

    Hamilton Lane

    Ty Bennion

    Senior Managing Director

    Hines

    Cameron Barsness

    Principal

    Kutscher Benner Barsness & Stevens

    John de Carvalho

    Chief Investment Officer

    Parcion Private Wealth

    Marc Drummer

    Managing Director & Portfolio Manager

    Principal Global Investors

    Michelle Rudd

    Partner and Family Wealth Advisor

    Summit Trail Advisors

    Adam Pollock

    Managing Director

    Stellus Capital Management

    Contact

    Contact Us

    Location:

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

    Call:

    (718)-513-8049