Portfolio Summits Team
Motivated professional with over ten years of experience in the pharmaceutical, mobile communication, technology and agency industry. Originally from Brazil, with a MBA in Business Marketing.
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.
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.
An experienced digital marketer specializing in paid/organic social media, influencer marketing, creative, and strategic planning. Originally from Malibu, CA and graduated from the University of San Diego. She passionate about event production and in her free time love to try new restaurants around the city.
Scott Cohen is our Vice President of Investor Relations for the Institutional event series. He has extensive experience in the financial services industry working closely with investment managers, family offices, wealth managers, insurance companies, corporate and public employee pension plans, and endowments and foundations. In his free time, Scott enjoys fishing and barbecuing.
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.
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.
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.
Mallory Fraser is our Event Operations Associate. She is a graduate of Towson University with experience in all aspects of event planning and coordination. Originally from New Hampshire, she has 3+ years of experience in event planning in weddings, experiential, fundraising, and conferences. Outside of work Mallory is a singer and guitarist and enjoys discovering new music and films.
Investor relations executive with over eight years of experience raising capital, actively growing a community of investors in Latin America and USA and executing global multicultural projects in investment and growth. Developing strategic partnerships with global corporations and FOs to strengthen investment channels and capital raising.
Jason is one of our Client Relationship Managers for the Portfolio Summits team. He graduated with a Bachelor of Science in Finance from Montclair State University and is eager to interact and learn from people from different professional backgrounds. In his free time, Jason enjoys playing basketball and backgammon with his friends and family.
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.
Michael is the Institutional series' Client Service Associate where he supports the team's client relationships. Michael received a BA is psychology, specializing in Business Psychology and Cognitive Development, from Indiana University. Outside of work, Michael enjoys cooking, cycling, reading, and traveling. He is excited to build connections within the team and with the Portfolio Summits community.
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.
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.
Evi is a Marketing Associate for Portfolio Summits. She obtained her MSc in Marketing & Digital Media from ESCP Business School. In her free time, Evi enjoys running, dancing, sharing food with loved ones. In her role as marketing associate, she is excited to expand her knowledge of finance and hear experts present from around the globe.
Dominique is a Client Relationship Manager for the Latin America event series and studied Finance at Baruch College Zicklin School of Business. She enjoys listening to music, thrifting, going to museums, and trying new restaurants is her free time.