Virtual Event

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Event Date Wed Dec 8 UTC (1 day ago)
In your timezone (EST): Wed Dec 8 5:00am - Wed Dec 8 9:30am
Location Virtual Event
Region All

The CNBC Financial Advisor Summit brings forward-thinking advisors together virtually to hear from industry heavyweights about the state of the markets and to learn new and innovative ways to address the needs of their clients and their firm.

As we reach the end of the year, we look ahead to 2022 – what will be the key investment themes in the new year? How will client needs change as the world continues its return to pre-pandemic life? What new challenges await? Plus, we celebrate the 2021 Financial Advisor 100 – CNBC’s annual list of top advisory firms.


2021 Speakers

Bradley Tusk
CEO and co-founder, Tusk Venture

Douglas Boneparth
President and Founder, Bone Fide Wealth

Charles Carmakal
Chief Technology Officer, Mandiant

Jamil Farshchi
Chief Information Security Officer, Equifax

Gilbert Garcia
Managing Partner, Garcia Hamilton & Associates

Ivory Johnson
Founder, Delancey Wealth Management

Stephanie Link
Chief Investment Strategist & Portfolio Manager, Hightower

Jon Mauney
General Manager, Betterment for Advisors

Kristi Rodriguez
Senior Vice President, Nationwide Retirement Institute

Sheneya Wilson
Founder & CEO, Fola Financial

Liz Young
Head of Investment Strategy, SoFi

Judith Casasampere
Institutional Sales, Latin America, Interactive Brokers

Michael Freeburg
Founding Member, Greenwich Wealth Management

Michael Lane
Head of iShares U.S. Wealth Advisory, BlackRock

Craig Lazzara
Managing Director and Global Head of Index Investment Strategy, S&P Dow Jones Indices

Frank Magnani
Global Institutional Sales, Interactive Brokers

Brian Nick
Chief Investment Strategist, Nuveen

William Nicklin
Chief Executive Officer, Horsesmouth

Dick Pfister
Founder and Chief Executive Officer, AlphaCore Wealth Advisory

Robert Worthington
Managing Director, Independent Wealth Solutions, iCapital Network

Sharon Epperson
Senior Personal Finance Correspondent, CNBC

Tyler Mathisen
Co-Anchor "Power Lunch" & Vice President, Events Strategy, CNBC

Jen Rogers
Anchor, Yahoo

Caroline Woods
Host of MarketBrief, Dow Jones


Rhonda Schaffler
Business Correspondent, NJ Spotlight News

JJ Ramberg
Co-Founder, Goodpods

Sponsors & Partners

2021 Sponsors

• Alliance Lifetime Income
• iCapital Network
• Interactive Brokers
• Nuveen
• iShares