RIA Summit 2024 - Carolinas | Portfolio Summits | 23 April 2024 | The Ballantyne, a Luxury Collection Hotel, Charlotte, 10000 Ballantyne Commons Pkwy, Charlotte, NC 28277, USA

This Summit is a one day meeting of more than one hundred 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.

2024 Speakers

Brett Graffy
Aksia

Adam Morgan
Armor Investment Advisors

Juan Leon
Bitwise Investments

Matt Tucker
Bridge Investment Group

Robert Shaw
Carolinas Investment Consulting

Cliff Hodge
Cornerstone Wealth

Don Stamas
Defender Capital

Craig Sullivan
Franklin Street Partners

Ben Yeager
Hilltop Wealth Advisors

Christopher Tocco
Mercer Investments

Kelly Straub
Merit Financial Advisors

Judson Meinhart
Modera Wealth Management

Paul Nolte
Murphy & Sylvest Wealth

Timothy Calkins
Nottingham Advisors

Sam Davis
TBH Advisors

John Magrath
TwentyFour Asset Management

Paul Cantor
Mariner Wealth Advisors

Max Anderson
Saturn Five

Jeffrey Gonyo
Steward Partners Global Advisory

Katrina Schmaltz
Nuveen

David Perkins
Gondola Partners

David Selbovitz
MassMutual

Matthew Dunleavy
Director – Product Specialist, Principal Asset Management

2024 Sponsors and Partners

TITLE SPONSOR:
• Gondola Partners

PRESENTING SPONSORS:
• Calamos Investments
• MassMutual Investments

SPONSORS:
• Bridge Investment Group
• Bitwise
• Chicago Atlantic Group
• CNL
• Flagship Healthcare Trust
• Principal Asset Managent
• Saturn Five
• Simplify ETF's
• TwentyFour
• Nuveen

PARTNERS:
• CFP
• Investments & Wealth Institute