Barrons' Indy Women Summit 2019 | Barron's Group | 15 May 2019 | The Breakers, 1 S County Rd, Palm Beach, FL 33480, USA

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

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Event Date Wed May 15 ADT - Fri May 17 ADT (over 5 years ago)
In your timezone (EST): Wed May 15 11:00am - Fri May 17 10:00am
Location The Breakers
1 S County Rd, Palm Beach, FL 33480, USA
Region Americas
Details

Barron’s is proud to offer this intimate event, where the nation’s top independent women advisors gather for an exclusive chance to share ideas, grow professionally, and network with peers.
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​The Barron’s Top Independent Women Advisors Summit provides highly detailed and thought-provoking perspectives from top advisors on managing investments, clients and practices.

The summit agenda is compiled with the direct input of Barron’s Top Independent Women Advisors, ensuring the curriculum is relevant, engaging and impactful to your practice.

Speakers

2019 Speakers

Lisa Sun
Chief Executive Officer & Founder, Gravitas

Kate Healy
Managing Director, Next Generation, TD Ameritrade

Jalina Kerr
Senior Vice President, Advisor Services Integration and Core Segment, Charles Schwab & Co., Inc.

Lillian Peros
Regional Vice President, Fidelity Investments

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

Karen Altfest
Altfest Personal Wealth Management

Vicki Haak
Ameriprise Financial

Abby Salameh
Private Advisor Group

Shannon Reid
Senior Vice President, Regional Director, Raymond James Financial Services

Jennifer McGrath
Director, Sales, MFS Investment Management

Brad Rutan
Managing Director, Investments, MFS Investment Management

Patti Brennan
Key Financial, Inc.

Allison Felix
Cassaday & Company, Inc.

Valerie Newell
Mariner Wealth Advisors

Susan Czochara
Practice Lead, Retirement Solutions, Northern Trust Asset Management

Laura Gregg
Senior Vice President, Director of Client Development, FlexShares

Dee Mc Laughlin
Senior Vice President, Global Brand, Capital Group, Home of American Funds

Katie Rooney
Chief Marketing Officer, USCF

Barbara Hudock
Hudock Capital Group, LLC

Cheryl Bicknell
Mariner Wealth Advisors

Steve Levitt
Park Sutton Advisors

Annie Tronoski
Park Sutton Advisors

Leslie Geller
Wealth Strategist - High Net Worth, American Funds

Brittain Prigge
Balentine

Lisa van Wallegham
Maximai Partners

Karen Dekker
Vice President, Human Resources, Ameriprise Financial

Ryan Katz
National Sales Director, USCF

Julie Rice
Partner, WeWork

Alison Rooney
Senior Manager, Content Development, Dow Jones Wealth & Asset Management

Susan Kay
Vice President, Business Development Consultant, MFS Fund Distributors

Bridget Brennan
Chief Executive Officer, Female Factor Corporation

Tricia Kasner
Managing Director, Wealth & Asset Management, Barron's Group

Sponsors & Partners

2019 Sponsors

GOLD LEVEL SPONSORS:
• Charles Schwab
• Fidelity Investments
• TD Ameritrade Institutional

SILVER LEVEL SPONSORS:
• Ameriprise Financial
• LPL Financial
• Raymond James
• Wells Fargo Advisors

SPONSORS:
• Capital Group
• FlexShares
• Investments & Wealth Institute
• MFS Investment Management
• USCF