The Breakers Palm Beach
The Breakers Palm Beach, 1 S County Rd, Palm Beach, FL 33480, USA

What is Qwoted?

Qwoted is a free expert network: we help reporters connect with experts & we help those same experts build relationships with top reporters.

Event Date Wed Sep 28 EDT - Fri Sep 30 EDT (in 4 months)
Location The Breakers Palm Beach
1 S County Rd, Palm Beach, FL 33480, USA
Region Americas

This summit is an annual elite gathering of the nation’s preeminent financial advisors, designed to facilitate a free-flowing exchange of information, ideas and insights through peer-based communication and an unwavering focus on best practices and winning wealth-management strategies. This unique summit offers attendees the opportunity to meet and network with the leaders and opinion-shapers of the financial advisory profession.


2021 Speakers

Greg Vaughan
Morgan Stanley, Private Wealth Management

Rod Westmoreland
Merrill, Private Wealth Management

Sterling Shea
Global Head of Wealth & Asset Management, Barron’s Group

Reagan Anderson
Senior Vice President of Government Relations, Capital Group

Daymond John
Businessman, Investor, Television Personality & Author

Alison Rooney
Global Managing Director, Wealth Management, Barron’s Group

Michael Schweitzer
Senior Vice President and Director of Distribution for High Net Worth, Capital Group

Chris Davis
Chairman and Portfolio Manager, Davis Advisors

Jack Otter
Editor at Large, Barron’s Group

Ghislain Gouraige
UBS Financial Services, Inc.

Courtney Moore
Merrill, Private Wealth Management

Lisa Keung
Director, Creative Campaigns, Invesco Consulting, Invesco

Penny Pennington
Managing Director, Edward Jones

David Eiswert
Portfolio Manager, Global Focused Growth Equity Strategy, T.Rowe Price

Jennifer Martin
Portfolio Specialist in the U.S. Equity Division, T. Rowe Price

Gary Cohn
Former Director of the National Economic Council & Chief Economic Advisor, Former President and COO of Goldman Sachs

Mandell Crawley
Head of Private Wealth Management, Morgan Stanley

David Bianco

Frank Kelly
Head of Political Affairs, DWS

Jennifer Garcia
Wells, Fargo Advisors

Ray Sclafani
CEO, Clientwise

Aimee Almeleh
SVP, Alternatives Strategist, PIMCO

Lyon Polk
Morgan Stanley, Private Wealth Management

Cady Johnson
SVP, Divisional Sales Manager, PIMCO

Andy Sieg
President, Merrill Lynch Wealth Management

Nicole Grogan
Managing Director, Head of Strategic Relationships, Americas at DWS

Elaine Meyers
JP Morgan, Securities

Richard Saperstein
Treasury, Partners

Jeffrey Kolitch
VP, Portfolio Manager, Baron Real Estate Fund and Baron Real Estate Income Fund

Steve Grill
Alex. Brown, a division of Raymond James

Tash Elwyn
President & CEO, Raymond James & Associates

Matt McLennan
Head of Global Value Team, First Eagle Investment Management

David Judice
VP, Head of Intermediary Sales and National Accounts, Baron Fund

Anirudh Kirtane
Head of Applied Research, First Eagle Investment Management

Sponsors & Partners

2022 Partners

• State Street Global Advisors SPDR

• Capital Group American Funds
• Davis Advisors
• First Eagle Investment Management
• Invesco QQQ
• T.Rowe Price