Team

Portfolio Summits Team

BIO

Danna Andrade is a Production Associate at Portfolio Summits who helps manage relationships with institutional investors and wealth managers across Latin America.Before joining Portfolio Summits, she pursued her Business studies at Boro of Manhattan Community College, where she diligently worked as the head of school secretarial assistant.

Danna Andrade

Event Producer, Latin America Series
BIO

Robert leads Sponsorship Sales for the Portfolio Summits Institutional Series. With over 8 years experience in building partnerships, Robert has the ability to provide curated, branded events for unrivaled business development.Robert has a BA from Nova Southeastern University, where he studied Business Management and Entrepreneurship. He moved to New York City in 2018, joining the Portfolio Summits Team in 2021.

Robert Bode

Senior Vice President, Institutional Series
BIO

Adrianna is a Marketing Associate for Portfolio Summits Events. Prior to working with Portfolio Summits, Adrianna interned at Studio71, as well as worked miscellaneous jobs including waitressing, nannying, and registrar’s assistant. Outside of work, she enjoys trying recipes and playing tennis. She is from Pennsylvania, based in New York. She brings experience in integrated marketing and content creation. She attended Emerson College in Boston and earned a bachelor’s degree in Marketing Communications with a focus on digital media.

Adrianna Bohman

Marketing Associate
BIO

Vivian is an RIA Events Producer at Portfolio Summits. Prior to working with Portfolio Summits, Vivian interned at a PR agency, a non-profit organization, and worked as an orthodontist assistant. Outside of work, she enjoys trying new foods, binge watching Netflix shows, and hanging out with her friends and family. She is from Queens, New York.She attended St. John’s University in Queens where she earned her bachelor’s degree in Public Relations.

Vivian Chang

Event Producer, RIA Series
BIO

Chris is the Senior Relationship Manager for Portfolio Summits series of virtual and live RIA summits. He is responsible for client relations that engage across asset management and technology.Chris has 20+ years of wealth management and investment management experience that affords him the knowledge and experience to build meaningful and successful relationships and partnerships for industry leading networking events.

Chris Clements

Vice President, Head of RIA & Intermediary Sales
BIO

Peter is a Senior Relationship Manager covering the RIA Series of Portfolio Summits.Prior to working at Portfolio Summits, he had over 20 years wholesaling experience working with Institutional groups at Scudder and US Trust covering multiple channels including RIA. Outside of work, he is an avid reader, sports enthusiast, amateur chef, and parent.He resides in Livingston NJ with his wife and adorable dog- Cory.Peter attended Morris college where he studied Business Administration.

Peter Fertig

Senior Relationship Manager, RIA Series
BIO

Keely is Vice President for Portfolio Summits Events. Prior to working with Portfolio Summits, Keely worked on Real Estate, Private Equity, and Business Investment conferences. She is currently pursuing her CMP and applying for her masters. Outside of work, she enjoys spending quality time with her husband and dog. She is from Hershey, Pennsylvania, based in Jersey City, NJ.She brings expertise in planning and executing events. She is excited to be a part of Portfolio Summits team to bring excellent experience to our conferences.

Keely Fickau

Vice President of Operations
BIO

Andreas Fofana is an Event Producer for Portfolio Summits’ RIA series, where he works diligently to find industry leaders with knowledge to share. Andreas graduated from St. John’s University in 2020 and has almost 2 years of hands-on experience in the finance industry. Prior to joining Portfolio Summits he worked as an Associate at a primary research firm helping PE clients with deal-sourcing and portfolio optimization. In his spare time, he is usually watching an anime.

Andreas Fofana

Event Producer, RIA Series
BIO

Paulina leads Portfolio Summits where she manages events across the RIA, Institutional and Latin American Series. She oversees the production, sales, marketing, and operations for over 30 summits per year and is currently focused on improving her Spanish and expanding the Latin American Series. Prior to joining Portfolio Summits in 2018, Paulina spent a year honing her skills in conferences as a producer at a large conference company. Before her career change, she spent 5 years building a career in finance at TD Bank and Verisk Analytics in corporate banking and M&A, respectively. Paulina holds an accelerated BA/MA in Financial Economics from Fordham University. When not working she can be found at the dog park, volunteering in Greenpoint or looking for a new restaurant to try.

BIO

Sophia is an event producer for the RIA and Institutional series of events. Prior to working with Portfolio Summits Sophia worked miscellaneous jobs including: pet sitting, being a barista, and being a receptionist. Outside of work, she is an actor and writer from Texas, based in New York. She brings experience in production and networking. She attended The University of Texas at Austin and earned a Bachelor’s Degree in Theater and Dance with a focus in Playwriting.

Sophia Quiroga

Event Producer, Institutional Series
BIO

Jordan is an Operations and Administrative Associate for both Portfolio and Retail Summits. Prior to working with IC Summits, Jordan had a career in retail management. She is from Queens, New York. Jordan brings experience in day-to-day operations and onboarding.Jordan studied at Borough of Manhattan Community College, then transferred to Hunter College with a BA in Communication and Media Studies.

Jordan Reynolds

Administration & Operations Associate

Contact

Contact Us

Location:

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

Call:

(718)-513-8049