RIA Summit 2023 - Pennsylvania | Portfolio Summits | 11 May 2023 | Kimpton Hotel Monaco Philadelphia, 433 Chestnut St, Philadelphia, PA 19106, USA

The second annual Pennsylvania RIA Summit is a one day meeting of 100+ independent registered investment advisors with a minimum AUM of $100 million based throughout Pennsylvania and its neighboring states. 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.

2023 Speakers

Michael Sanders
Chief Investment Officer, 5C Capital Management

Rory O'Hara, CFP®, CRPC
Founder, Senior Managing Partner, Ausperity Private Wealth

Jill Steinberg, MBA, CDFA
Managing Director, Partner, Beacon Pointe Advisors

Stefan Ludlow
Chief Technology Officer, Cerity Partners

David Manzano
Managing Director, Golub Capital

Michael Longthorne
Managing Director & Institutional Sales, Fundstrat Global Advisors

David Perkins, CAIA
Chief Executive Officer, Co-Founder, Hatteras Investment Partners

Sharon Hayut, CFP®, CDFA
Senior Managing Director, Magnus Financial Group

D. Tyler Vernon, CBEC
Regional Director, Partner, Merit Financial Advisors

Chris McMahon, AWMA, ChFC
President, Chief Executive Officer, MFA Wealth

Michael Crook, CAIA
Chief Investment Officer, Mill Creek Capital Advisors

Patrick Runyen, CFP®, CPA
Principal, Wealth Manager, Modera Wealth Management

Dennis Morton, CFP, ChFC
Founder, Principal, Morton Brown Family Wealth

Michael Rosen
Chief Investment Officer, Northstar Advisory Group

Michael Meehan, CFA
Managing Director, Portfolio Strategist, Nuveen

Michael Pidhirskyj, CFA
Director of Fixed Income, Pitcairn

Jennifer Proper, JD
Managing Director, Wealth Strategies, Pitcairn

Joshua Reich, CFP®
Business Development Executive, Private Advisor Group

Jeff Weiand, CFP®, AIF
Chief Executive Officer, RTD Financial

Charles Failla, CFP®
Founder, Chief Executive Officer, Sovereign Financial Group

Luke Lloyd, CRPC
Investment Strategist, Strategic Wealth Partners

Jonathan Williams
Partner, Advisor, Summit Trail Advisors

Marvin Barron, CFP
Research Director, TGS Financial Advisors

Brittany Cook, JD
Managing Director, Tiedemann Advisors

Jason Conley
Investor, Managing Partner, Tier 1 Capital Partners

John Magrath
Partner, Head of Distribution and Product Specialist, TwentyFour Asset Management

Sheryl Kucer, CFP
Chief Operating Officer, Veris Wealth Partners

Todd Wickwire
Chief Executive Officer, WMS Partners

Carlos Salas
President, xChange

2023 Sponsors

TITLE SPONSOR:
• Hatteras Investment Partners

SPONSORS:
• Twenty Four
• xChange
• Axos Advisor Services
• Chicago Atlantic Group
• Fund Strat
• Golub Capital
• Nuveen
• Redbrick LMD
• The Storage Investment Group
• Tier 1 Capital Partners