We are Connectors on a Global Scale

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 Production 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.

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.

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.

Mallory is the Operations Director across both Portfolio and Retail Summits. She holds a BS in English from Towson University. With over six years of event management experience, she brings extensive expertise in conference planning, along with leadership across weddings, experiential, and fundraising events. In her free time, Mallory dabbles in fiber arts, reformer pilates, and stays closely connected to the live events and festival space.