RIA Summit 2024 - Arizona | Portfolio Summits | 20 February 2024 | Andaz Scottsdale Resort & Bungalows - a Concept by Hyatt, 6114 N Scottsdale Rd, Scottsdale, AZ 85253, USA

The inaugural Summit is a one-day meeting of 100+ independent registered investment advisors with a minimum AUM of $100 million based throughout Arizona 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.

2024 Speakers

Michael Serio
Chief Investment Strategist, Ashton Thomas Private Wealth

Curtis Smith
Director, Wealth Advisor, Owner, Avior Wealth Management

Jeff Gilbert
Chief Executive Officer, Founder, Balboa Wealth Partners

Jeffrey Chang
President, Cboe Vest

Jason Miller
Partner, Chief Operating Officer, Crewe Advisors

Robert Krenn
Chief Investment Officer, Galvin, Gaustad, and Stein

Tyler Herried
Director, Co-Head of Product Specialist, Golub Capital

Dean Greenberg
President, Founder, Greenberg Financial Group

Alan Rosenfield
Managing Director, Harmony Asset Management

Heath Goldman
President, CEO, ICON Wealth & Legacy Partners

Benjamin Fredlake
Director of Financial Planning, LifeManaged

Natalie Fernandez Lee
President, Meridian Wealth Management

Matt Murphy
Partner, Senior Wealth Advisor, Mission Wealth

Jerry Fegler
Principal, Senior Wealth Advisor, Marin Wealth Advisors

David Robbins
Vice President, Investments, Moors & Cabot Investments

Katrina Schmaltz
Managing Director, Portfolio Strategist, Nuveen

Robert Elzholz
Principal, REDW Wealth

James Falbe
Managing Principal, Portfolio Manager, Saguaro Capital Mangement

Jared Chase
Director of M&A and Business Development, Signature Estate and Investment Advisors

Jeff McClean
Chief Executive Officer, Solidarity Wealth Partners

Sam Swift
Chief Executive Officer, TCI Wealth

Stephen Biggs
Managing Director, Head of Alternative Investments, The Mather Group

Letitia Berbaum
Wealth Advisor, Chief Operating Officer, The Zandbergen Group

Udayan Mitra
Chief Investment Officer, Trajan Wealth

Kyle Brown
CEO, Trinity Capital

2024 Speakers

TITLE SPONSOR:
• Hatteras Investment Partners\

PRESENTING SPONSOR:
• Sortis Capital

SPONSORS:
• Caliber
• First Trust
• Nuveen
• Golub Capital
• Pender Capital
• Saguaro
• SQN
• Trinity Capital
• Walter

PARTNER:
• CFP Certified Financial Partner