Venue
Boston College Club
Boston College Club , 100 Federal St 36th Floor, Boston, MA 02110, USA

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Event Date Wed Feb 23 EST (in 30 days)
Location Boston College Club
100 Federal St 36th Floor, Boston, MA 02110, USA
Region Americas
Details

This summit is a one day meeting of more than one hundred registered investment advisors based across Boston. Our audience gathers to focus on opportunities and risk in equities, fixed income, alternatives and more. As we recover from the Covid-19 pandemic there has never been a more important time to exchange ideas face-to-face and build industry and community.

Portfolio Summits content is built by and for Registered Investment Advisors and includes dedicated discussions of investment topics as well as practice management, M&A and diversity, staffing and culture within the Financial Advisory industry.

Speakers

2022 Speakers

Whitney Fitts
SVP, Portfolio Manager, Fixed Income, Appleton Partners

David Vincent, CFA
Investment Specialist, Cadre

Renato Leggi, CFA, CAIA
Client Portfolio Manager, ARK Invest

Melissa Mattison
Managing Director and COO, PRIO Wealth

Jim Lowell
Chief Investment Officer, Adviser Investments

JP Powers
Chief Investment Officer, Ropes Wealth Advisors

Allen Harris
Chief Investment Officer, Berkshire Money Management

Ed Coyne
Senior Managing Director, Global Sales, Sprott Asset Management

Sponsors & Partners

2022 Sponsors

PARTNER SPONSORS:
• Resolute
• Ark Invest

SPONSORS:
• Altera
• Cadre
• Columbia Threadneedle Investments
• First Eagle Investment Management
• Flyer Financial Technologies
• Goldman Sachs
• Group RMC
• Nuveen
• Sprott