Barron’s Teams Summit 2023 | Barron's Advisors | 8 May 2023 | Bellagio Hotel & Casino, 3600 S Las Vegas Blvd, Las Vegas, NV 89109, USA

Being a leading advisor and being an advisor leading a team are two distinct challenges, but they are becoming increasingly interdependent. While Barron’s Advisor celebrates the accomplishments of advisors, their success is often the by-product of excellent teams, who recognize that every role contributes to the aggregate success of the team and the firm. This is the reasoning behind the Barron’s Advisor Teams Summit—to give advisors and their teams the tools to raise the bar for service and improve client outcomes.

This event is by invitation only ​and brings together elite-tier advisory teams for three days of rich content, designed to address the complexities of interpersonal dynamics, provide insights on financial management and share innovations in wealth management.

2023 Speakers

KEYNOTE SPEAKERS:

Erin Andrews
Sports Broadcaster, Entrepreneur, ​Podcast Host

Dr. Wendy Borlabi
High-Performance Expert, Director of Performance and Mental Health for the ​Chicago Bulls

Rachel Wilson
Managing Director of Morgan Stanley, Head of Wealth Management Data Security and Infrastructure Risk

SPEAKERS:

Ana De Sousa
Former Vice President, Federal Reserve Bank of San Francisco

Matt Hougan
Chief Investment Officer, Bitwise Asset Management

Mick McLaughlin
Chief Distribution Officer, Bitwise Asset Management

Andy Serwer
Editor At Large, Barron's

Wendy Borlabi
High-Performance Expert, Director of Performance and Mental Health, The Chicago Bulls

Michael Pinkerton
Associate Analyst, T Rowe Price

Danielle Poli
Co-Portfolio Manager, Oaktree Diversified Income Fund

Dennis Moseley-Williams
Founder & CEO, Dennis Moseley-Williams Strategic Counsel

Max McQuiston
Senior Vice President, Capital Group

Adrian Jones
Portfolio Manager, Senior Research Analyst, First Eagle Investments

Amy Parvaneh
Founder & CEO, Select Advisors Institute

John Goodwin
Morgan Stanley Private Wealth Management

Miguel Osio
Morgan Stanley Private Wealth Management

Patrick Wall
Morgan Stanley Private Wealth Management

Melissa Milanak, Ph.D.
Founder, MIND Impact Consulting, LLC

Andrew Altfest
Altfest Personal Wealth Management

Sarah Mouser
Cassaday & Company Inc.

Kathryn Thompson
How to Leverage Technology to Create and Optimize Planning Efficiencies, Merrill Lynch Wealth Management

Mo Haghbin
Head of Investment Solutions, Multi-Asset Strategies, Invesco

Tom Palecek
Summit Trail Advisors

Andrea Sanft
Morgan Stanley Private Wealth Management

Erin Scannell
Ameriprise Financial

Mark Curtis
Graystone Consulting, a business of Morgan Stanley

Chris Davis
Chairman and PM, Davis Funds

Shirl Penney
President & Chief Executive Officer, Dynasty Financial Partners

Ben Alge
Divisional Vice President, Touchstone Investments

David Allen
CFA, Institutional Financial Professional and Board Member, CFA NY

Ruth Shaber
Ruth Shaber MD, Co-Author of The XX Edge and President Tara Health Foundation, Tara Health Foundation

Anne Witherspoon
COO and CXO, Messick Peacock & Associates

Wendy Holmes
UBS Private Wealth Mangement

Katie Jones
UBS Private Wealth Management

Cameron McCurry
UBS Private Wealth Management

Beverly Flaxington
Bestselling & Gold-Award Winning Author, The Collaborative

Peter Rukeyser
UBS Private Wealth Management

Gregory Vaughan
Morgan Stanley Private Wealth Management

Carmen Bississo
Cassaday & Company Inc.

Seth Finkel
Neuberger Berman

Charles Parry
Managing Director-Investments, Wells Fargo Advisors

Chris DeSantis
Organizational Behavior Expert, Columbia Threadneedle

James Kaufman
Merrill Lynch Wealth Management

Jordan Perelle
Senior Vice President, Wealth Management Advisor, Merrill Lynch Wealth Management

Chad Pigg
Merrill Lynch Wealth Management

Travis Wilson
Merrill Lynch Wealth Management

Erin Andrews
Sports Broadcaster, Entrepreneur, Podcast Host

Matt Barthel
Executive Editor, Barron's Wealth & Asset Management Group

Jay Therrien
Managing Director of Executive Consulting, Invesco

Ray Sclafani
Founder & CEO, ClientWise LLC

Rachel Wilson
Head of Wealth Management Data Security & Infrastructure Risk, Morgan Stanley

Jack Otter
Global Head, Barron's Wealth & Asset Management Group

MODERATORS:

Jack Otter
Global Head, Barron's Wealth & Asset Management Group

Jessie Barrett
Wells Fargo Advisors

Kristie Edling-Day
EVP, CIO Advisor Experience, LPL Financial

Joseph Dunn
First Vice President, Private Wealth Advisor, Family Wealth Director, Morgan Stanley Private Wealth Management

Casey McKeon
Senior Vice President, Relationship Management, Dynasty Financial Partners, Dynasty Enterprise Group

April Ferrell
Managing Director Global Head of Asset Manager Relationships, Barron's Group

Robyn Russell
Senior Director, Gender Diverse Investing Collective

Eric Sheikowitz
Senior Managing Partner, Focus Partners LLC

Bill Comfort
Independent LTC Specialist, Comfort Long Term Care

Emily Fletcher
Senior Financial Advisor, Managing Director, Merrill Lynch Wealth Management

2023 Partners

PREMIER WEALTH MANAGEMENT PARTNER:
• Wells Fargo Advisor

WEALTH MANAGEMENT PARTNERS:
• Ameriprise Financial
• Baird
• Edward Jones
• LPL Financial
• Merrill
• Morgan Stanley
• UBS

ASSET MANAGEMENT PARTNERS:
• Artisan Partners
• Baron Funds
• Bitwise
• Brookfield Oaktree
• Capital Group
• Columbia Threadneedle
• Davis Advisors
• First Eagle Investments
• FPA
• Invesco
• Touchstone Investments
• TRowe Price

BARRON'S ADVISOR PARTNERS:
• Clientwise
• Investing In Education
• Investments & Wealth Institute