Barron’s Advisor Women Summit 2023 | Barron's Advisors | 29 November 2023 | TBA, Palm Beach, Florida, USA

The summit brings together the best minds in the wealth-management industry. It is designed to facilitate a free-flowing exchange of information, ideas and insights from the industry’s most accomplished women advisors—in the interest of raising the standards of excellence in the wealth management profession. ​​This event is designed and presented by Barron’s-ranked advisors and industry leaders. It includes discussion on the challenges facing the wealth management industry, strategies for improving outcomes, and ideas on growing your business.

Why you should attend:
• Networking our summits convene elite-tier practitioners and are by-invitation only.
• Thought Leadership we pride ourselves in presenting the most forward-looking content.
• Practice Management the industry's most successful advisors share their secrets.
• Continuing Education many of our sessions are eligible for CE credits.

2022 Past Speakers

Ric Edelman
Founder, Digital Assets Council of Financial Professionals

Matt Hougan
CIO, Bitwise Asset Management

Laura Linney
Award-Winning Theatre, Film & Television Actress

Jennifer Flitton
Senior Vice President, US Government Affairs, Invesco

Leslie Geller
Wealth Strategist, Capital Group

Elizabeth Varley
Vice President, Federal Governmental Affairs Office, Columbia Threadneedle Investments

Victoria Bailey
Morgan Stanley Private Wealth Management

Nancy Daoud
Ameriprise Financial

Valerie Newell
Mariner Wealth Advisors

Jeffrey Kolitch
vice President, Portfolio Manager, Baron Real Estate Fund & Barron Real Estate Income Fund

Carly Tripp
Global Chief Investment Officer and Head, Nuveen Real Estate

Mary Deatherage
Morgan Stanley Private Wealth Management

Holidae Hayes
UBS Wealth Management

Elizabeth Weikes
J.P. Morgan Wealth Management

Carrie Schroen
U.S Wealth Advisory Division Director, BlackRock

Stacey Tovrov
Head of Investment Strategy and the Retirement Solutions for Multi-Asset Strategies & Solutions, BlackRock

Kathleen Grasmeder
Managing Director, Morgan Stanley Wealth Management

Wendy Holmes
UBS Private Wealth Management

Brian Daley
Vice President, Product Specialist, CAIS

Jeannette Pieper
Managing Director, Blackstone Private Wealth Solutions

Katherine Taylor
Managing Director, First Eagle Investment Management

Myra Biblowit
President & Chief Executive Officer, Breast Cancer Research Foundation

Colleen Jaconetti
Senior Manager, Investment Advisory Research Center at Vanguard

Galit Ben-Joseph
J.P Morgan

Laura Wellon
UBS Wealth Management

Rachel Betton
Executive Vice President, Municipal Bond Portfolio Management, PIMCO

Ann Ferentino
Portfolio Manager, Senior Investment Analyst, Vice President, Federated Hermes

Saira Malik
Chief Investment Officer, Nuveen

Sue Thompson
Head of SPDR Americas Distribution, State Street Global Advisors

Julie Genjac
vice President and Managing Director, Applied Insights for Hartford Funds

Heather Hunt-Ruddy
Head of National Sales, Wells Fargo Advisors LLC

Penny Pennington
CEO, Edwards Jones

Jennifer Povlitz
Divisional Director, West UBS Wealth Management

Jane Hanson
CEO & Founder, HHH Productions

Annie Joyce
Managing Director, Head of ESG Amundi US

Clara Sierra
Senior Director, Business Development, Global Sales, Moody's Analytics

Brie Williams
Head of Practice Management, State Street Global Advisors