Private Wealth Management Summit 2024 | Marcusevans Group. | 10 June 2024 | Encore Boston Harbor, 1 Broadway, Everett, MA 02149, USA

This Summit is an invitation-only, premium summit bringing leading private wealth management investors and innovative fund managers and consultants. The summit’s content is aligned with key investment challenges and interests, relevant market developments, and practical and progressive ideas and strategies adopted by successful pioneers. The Summit provides a platform that helps North Americas leading family wealth investors evaluate and partner with relevant service providers, while we connect asset management companies with these chief investment strategists.

2024 Speakers

Chris Halaska
Chief Investment Officer, Avalon Advisors

Rafia Hasan
Chief Investment Offcer, Wipfli Financial Advisors

Kevin Koehler
Director, Investment Strategy, Miracle Mile Advisors

Jay Rogers
Chief Executive Officer, Four Thirteen, LLC

Edwin Ryu
Founder, President and Chief Investment Officer, Legacy Wealth Advisors

Michael Ashley Schulman
Chief Investment Officer, Running Point Capital Advisors

Michael Wagner
Managing Director, Tolleson Wealth Management

Stephen C. Biggs, CFA, CAIA, CFP
Principal/Chief Investment Officer, HC Financial Advisors, Inc.

Michel Del Buono, PhD
Chief Investment Officer, Jordan Park

Aoifinn Devitt
Chief Investment Officer, Moneta Group

Brett Horton
COO & Head of Global Investments, Paris-Roubaix Group

Jim Kozlowski
Senior Managing Director, Private Equity, Venturi Private Wealth Management

Bill Levant
Chief Investment Strategist, Arlington Family Offices

John M. Jennings
President and Chief Strategist, The St. Louis Trust Company

Paul Karger
Co-Founder and Managing Director, TwinFocus

Mitsy Mangum
Managing Director, Lakeview Capital Partners

Judy Morrill
Managing Director, Silvercrest Asset Management Group LLC

Shari Greco Reiches
Co-Founder, Principal and Chief Visionary, OfficerRappaport Reiches Capital Management

Howard Coleman
CIO and General Counsel, Coldstream Wealth Management

Ted Katramados
Director and Associate Portfolio Manager, TAG Associates

Steven Kim
Partner, Investment Strategy & Risk, ManagementVerdis Investment Management

Mark Sotir
President, Equity Group Investments

Dan Smith
Managing Partner, Signature Wealth Advisors

Amy Kong
Chief Investment Officer, Managing Director, Barrett Asset Management

Chris Winiarz
Chief Investment Officer, Lakeview Capital Management, LLC

David M. Lebovitz
ExecutiveDirector, Global Market Strategist, J.P Morgan

Stephen Colavito, Jr.
Managing Director, Chief Market Strategist, Lakeview Capital Partners, LLC

David Carter
Chief Investment Officer, Lenox Wealth Advisors

Clark Cheung
Chief Investment Officer, Merrimac Corp

Scott D. Sorensen
Principal and Founder, Vigilant Capital Management, LLC

Peter Lazaroff, CFA, CFP
Chief Investment Officer, Plancorp, LLC

James J. Sower
Chief Investment Officer, Sowers Family Investments (Greater Good Society)

Daniel S. Kern, CFA, CFP
Chief Investment Officer, TFC Financial Management

Michelle Connell
President, Portia Capital Management

Bob Discolo
Chief Executive Officer and ChiefInvestment Officer, River Partners Family Office

Josh Roach
Chief Investment Officer, Lloyd Capital Partners

Ben Doty, CFA
Senior Investment Director, Koss Olinger & Co.

David Plyler
Founder and Chief Executive Officer, Gleneagles Group

Sasha Bernier
Senior Vice President, Cheltenham Investments

Rob Brown, PhD, CFA
Chief Investment Officer, Integrated Wealth Concepts, LLC

Jerry Olynuk
Senior Vice President and Portfolio Manager, Northland Wealth Management