RIA Summit 2023 - Carolinas | Portfolio Summits | 22 June 2023 | Le Méridien Charlotte, 555 S McDowell St Tower, Charlotte, NC 28204, USA
Venue
Le Méridien Charlotte
Le Méridien Charlotte, 555 S McDowell St Tower, Charlotte, NC 28204, USA
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| Event Date | Thu Jun 22 EDT (over 1 year ago) |
| Location |
Le Méridien Charlotte
555 S McDowell St Tower, Charlotte, NC 28204, USA |
| Region | Americas |
Details
The second annual Summit is a one day meeting of 100+ independent registered investment advisors based across North and South Carolina. Our audience gathers for a day of insightful panel discussions, presentations, Q&A, and over two hours of networking.
Portfolio Summits content is built by and for Independent Registered Investment Advisors and includes dedicated discussions of investment topics as well as practice management, M&A and general trends within investment management. Join us as we build industry and community.
Speakers
2023 Speakers
Adam Morgan, CFA, CMT
Chief Investment Officer, Armor Investment Advisors
Jack Cooper
Director, Mergers & Acquisitions, Beacon Pointe Advisors
Derek Pszenny
Founder, Co-Managing Partner, Carolina Wealth Management
Robert Shaw
Consultant and Director of Technology, Carolinas Investment Consulting
Sarah-Katherine Brock, CFP®
Chief Compliance Officer, Colony Family Offices
Kyle Sweeney, MBA
Chief Investment Officer, Flagship Healthcare Properties
Logan Henderson
Founder, CEO, Gridline
Ben Yeager, CFP®, ChFC®, CLU®, APMA®
Partner, Hilltop Wealth Advisors
Christopher Tocco
Principal, Senior Investment Consultant, Mercer Investments
Paul Nolte
Senior Wealth Advisor & Market Strategist, Murphy & Sylvest Wealth
Brian Griggs, CFA
Managing Director, Portfolio Strategist, Nuveen
Judson Meinhart, CFP®, BFA, CTS
Manager of Financial Planning, Parsec Financial
Joshua Reich, CFP®
Business Development Executive, Private Advisor Group
Blair Thompson, CWS
Founder, President, Sparta Wealth Partners
Kris Carroll, PhD, CFA, CFP®
Managing Director, Carolinas, Wealth Enhancement Group
Bill Marr
Senior Managing Director, Welton Investment Partners
Sponsors & Partners
2023 Sponsors
TITLE SPONSOR:
• Hatters Investment Partners
PRESENTING SPONSOR:
• Gridline
SPONSORS:
• Axos
• Bates Group
• Chicago Atlantic Group
• Flagship Healthcare
• Goldman Sachs
• Nuveen
• Practifi
• Welton