Virtual Event

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Event Date Tue Jun 29 EDT (4 months ago)
Location Virtual Event
Region All

The CNBC Financial Advisor Summit brings together forward-thinking advisors 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. The mid-year virtual conference will feature discussions on how to leverage the firm’s succession plan as a marketing strategy; how to bolster the firm’s cyber defenses; and how to recruit and train the next generation of great financial advisors. Plus the latest on the markets and the economy from CNBC’s signature guest speakers.


2021 Speakers

Rupal Bhansali
CIO and Portfolio Manager of Ariel Investments.

Leon Cooperman
Chief Executive Officer of Omega Advisors.

Tim Kochis, CFP
Special Advisor at Devoe & Company.

Lee Baker
Apex Financial Services Owner and President

Brian Edelman
Chief Executive Officer of FCI.

Timothy Gerend
Chief Distribution Officer at Northwestern Mutual.

Carla Harris
Vice Chairman of Wealth Management and Senior Client Advisor at Morgan Stanley.

Maria Ho
Professional Poker Player and Broadcaster.

Mark A. Pitre
Financial Planner and Principal of California Financial Advisors.

Josh Richards
Social media influencer, Serial Entrepreneur and Operating Partner at Animal Capital.

Samantha Russell
Chief Marketing & Business Development Officer at Twenty Over Ten.

Tim Seymour
Founder and Chief Investment Officer of Seymour Asset Management.

Winnie Sun
Co-Founder and Managing Director of Sun Group Wealth Partners.

Anna Ginzburg
Director and Portfolio Manager at Bank of America Corporation.

Andrew Jacobs van Merlen
Portfolio Manager, T. Rowe Price.

Jay Jacobs
Head of Research & Strategy, Global X ETFs

Chris Konstantinos
Director of Investments and Chief Investment Strategist, RiverFront Investment Group

Michael Kashani
Global Head of ESG Portfolio Management, Goldman Sachs Asset Management

Wyatt Lee
Portfolio Manager, T. Rowe Price

Laura Levenstein
Chief Risk Officer at Build America Mutual

Frank A. Magnani
Interactive Brokers Global Institutional Sales - RIAs, Hedge Funds, Broker Dealers

Sponsors & Partners

2021 Sponsors and Partners

• GlobalX
• Interactive Brokers
• T.RowePrice

• Alfa Romeo
• EY
• Nasdaq
• T-Mobile for Business
• Alliance for Lifetime Income
• J.P Morgan
• Oracle
• ZipRecruiter