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.

Luana Barretos

Events Producer, Institutional Series

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

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

Kira is the Client Services Associate for the RIA series of Portfolio Summits, responsible for managing client relationships and supporting the sales team. Kira attended the University of Oregon where she studied political science. Outside of work, Kira enjoys cooking, baking, going on long runs, and playing tennis. She loves getting to network and connect with the Portfolio Summits community.

Kira Cadiz

RIA Client Service Associate

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.

Sabrina Carey

Events Producer, RIA Series

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

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

Keely is Head of Operations 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

Head of Operations

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

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.

Michael Pauloski

Institutional Client Services Associate

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

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

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.

Evi Ugrinsky

Marketing Associate


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