We are Connectors on a Global Scale

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 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.

Melissa Edwards is our SVP, Head of UK Portfolio Summits. She graduated from Greenwich University, London and has 5+ years experience of working in the financial industry, including the distribution of financial products & specialising in financial conferences, where she was previously Head of Delegate Relations for a well-established financial publication. Originally, from Manchester, England and enjoys singing and reading in her spare time.

Robert Bode leads partnership sales for the LP & Fiduciary Series at Portfolio Summits as well as manages the LP golf outings that take place at selected events. Robert earned his BA from Nova Southeastern University while playing collegiate golf and now resides in New York City.

Emily Farricker is Head of Audience Development, North America for the U.S. LP and RIA series at Portfolio Summits. Prior to joining the team, she spent over six years successfully hosting conferences for institutional investors and asset managers across the U.S. and Canada. With a background in investor relations and a passion for connecting people through events, she brings deep industry knowledge and experience to her role. Emily earned her B.A. in Corporate Communication from Penn State University in 2017.

Lina is our Audience Development Manager based in the UK office, bringing a wealth of diverse experience across various asset management and financial services, and a versatile skill set to our team. Lina excels at building meaningful connections and is passionate about our mission of fostering growth within the investor community.

Bella is a Client Success Manager at Portfolio Summits. Prior to working at Portfolio Summits, she earned a bachelor’s degree in business economics from UCLA, as well as a minor in film and television. She is passionate about cinema and digital media and likes to attend Broadway shows in her free time. Originally from the Pacific Northwest, she enjoys hikes with her dogs, traveling with her family, and fashion.

George is a Business Development Manager at Portfolio Summits, where he focuses on connecting industry leaders with premier networking opportunities in the RIA space. He graduated with a Bachelor of Arts in Politics from Fairfield University and went on to earn a Masters of Science in Management (MSM) from Fairfield University. Outside of work, George enjoys playing golf, traveling, reading, and spending time with family and friends.

Richard is our Business Development Manager based in the UK office. He graduated with a Bachelor of Arts in Ancient History, from the University of Nottingham. Outside of work, Richard enjoys many sports such as football, rugby and golf, as well as travelling, and socialising with friends.

Carly manages relationships with our RIA sponsors, ensuring their success and delivering exceptional event experiences. She brings extensive experience in industry events, with expertise in strategic partnerships, account management, and marketing. Carly holds a Bachelor of Science in Business Administration from Bucknell University. Outside of her professional pursuits, she is passionate about fitness, literature, and the arts.

Matt is an Audience Development Manager at Portfolio Summits. He graduated from Fordham University with a bachelor’s degree in communication and media studies. Prior to joining the RIA team, he worked as a sportswriter covering the NBA. In his free time, he enjoys watching sports, seeing movies, and reading.

Mallory Fraser is our Operations Manager. 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 DJ and enjoys discovering new music and films.