Join an intimate group of CEOs from some of the most important wealth management firms in the country for an afternoon of discussion followed by cocktails and dinner.

October 22
The Metropolitan Club
One E. 60th Street | NYC

DIAMOND SPONSOR

It’s my honor to invite you to the fourth annual CEO summit. We will have an afternoon of discussion on the pressing trends in wealth management in a closed door session. This will be followed by cocktails, dinner in the a private dining room accompanied by a wine tasting organized by the club’s cellar.

This is a great chance to get out of the office and hear from heads of some of the most dynamic firms in wealth management.

I look forward to seeing you there.

Tony Sirianni
CEO + Publisher
AdvisorHub

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2024
Agenda
Noon Registration
1:00 Light Lunch and Introductory Comments
Tony Sirianni, Publisher & CEO of AdvisorHub
1:10 Integrating Maverick UHNW Teams into Your Firm
Stan Gregor, Chairman & CEO Summit Financial
1:35 What Keeps Me up at Night about Finra ’25?
Dave Gehn, Partner, Fox Rothschild LLP
1:50 Evolving Your Tech Stack
Josh Pantony, CEO, Boosted.ai
2:05 Big Firm/Small Culture: How Culture Can Thrive in Large Organizations
Tom Sagissor, President, RBC Wealth
2:20 Creating Effective Recruiting Pipelines
John Lefferts, National Head of Business Development, Equitable Advisors
2:35 Break
3:05 The Future of the Advisor Marketplace: Dealmaking
Tim Bello, Co-founder & Managing Partner, Merchant
3:20 Bold Ambition
Adam Malamed, CEO, Sanctuary Wealth
3:35 Ramping Up an Indie Channel in Your Firm
Scott McCaffrey, Managing Director, Head of Momentum Independent Network
3:50 Creating an Internal Acquisition Model
Jim Gold, CEO and Founding Partner, Steward Partners
4:05 Break
4:20 The Digital Backbone: Empowering RIAs with Next-Generation Tools
Bill Capuzzi, CEO Apex Fintech Solutions
4:35 Asset Management Industry Trends
Robert Hum, CAIA, Managing Director, US Head of Factor & Outcome ETFs at BlackRock
Joe DeVico, Managing Director, Co-head of U.S. Wealth Advisory, Blackrock
4:55 Lessons from J.D. Power
Ron Kruszewski, Chairman and CEO at Stifel
5:10 Cocktails
6:15 Dinner + Wine Tasting
  Agenda is subject to change

About the Metropolitan Club

The Metropolitan Club was founded by a group of prominent New Yorkers that included among them J. Pierpont Morgan, the first club President. Designed by Stanford White at the height of the American Renaissance, the Club is a social and architectural landmark, cherished by members and guests alike for more than a century. Upon completion, the "Marble Palace", as described by the New York Times, was the largest and grandest of the area mansions. 

Read the Club Rules.

2024 Attendees

  • Craig Avery

    HEAD of RIA SOLUTIONS
    Wells Fargo Independent Solutions

  • Robb Baldwin

    PRESIDENT & CEO
    TradePMR

  • Tim Bello

    CO-FOUNDER & MANAGING PARTNER
    Merchant Investment Management

  • Patti Brennan

    CEO
    Key Financial

  • Scott Brown

    CEO & FOUNDING PARTNER
    Shore to Summit Wealth

  • Joel Burris

    PRESIDENT & CEO
    GCG Wealth Management

  • Stacy Bush

    CEO
    Bush Wealth Management

  • Bill Capuzzi

    CEO
    Apex Fintech Solutions

  • Geoff Clauss

    CHIEF REVENUE OFFICER
    Boosted.ai

  • Robert Conzo

    CEO & MANAGING DIRECTOR
    The Wealth Alliance

  • Joe DeVico

    MANAGING DIRECTOR
    BlackRock

  • Jeremy Eisenstein

    MANAGING DIRECTOR
    Goldman Sachs Custody Solutions

  • Dave Gehn

    Dave Gehn

    PARTNER
    Fox Rothschild

  • Robert Gilman

    MANAGING DIRECTOR
    J.P. Morgan Wealth Management

  • Stan Gregor

    CEO & CHAIRMAN
    Summit Financial

  • Jim Gold

    CEO & FOUNDING PARTNER
    Steward Partners

  • Brian Gorczynski

    CEO
    Transcend Capital Advisors

  • Robert Hum

    MANAGING DIRECTOR
    BlackRock

  • Erik Karanik

    EXECUTIVE VICE PRESIDENT
    Wells Fargo

  • David Karr

    CHAIRMAN
    Equitable Advisors

  • Ron Kruszewski

    CEO
    Stifel

  • John Langston

    FOUNDER & CEO
    Republic Capital Group

  • John Lefferts

    HEAD OF BUSINESS DEVELOPMENT
    Equitable Advisors

  • Bob Limmer

    SENIOR VICE PRESIDENT
    Wedbush Securites

  • Adam Malamed

    CEO
    Sanctuary Wealth

  • Kay Lynn Mayhue

    PRESIDENT
    Merit Financial Advisors

  • Scott McCaffrey

    MANAGING DIRECTOR
    Momentum Independent Network

  • Tony Miller

    PRESIDENT
    Janney Montgomery Scott

  • Bob Milligan

    MANAGING PARTNER
    1792 Wealth Advisors

  • Chris Mone

    HEAD OF WEALTH MANAGEMENT
    Wedbush

  • Rob Mooney

    CEO
    Snowden Lane Partners

  • Chelsie Moore

    DIRECTOR, WEALTH MANAGEMENT SOLUTIONS
    COUNTRY Financial

  • Josh Pantony

    CEO
    Boosted.ai

  • John Peluso

    EVP & PARTNER
    Thurston Springer

  • Steven Preskenis

    PRESIDENT & GENERAL COUNSEL
    Bolton Global Capital

  • Chris Reedy

    MANAGING DIRECTOR
    Schwab Advisor Services

  • Doug Rubenstein

    COO
    Benjamin F. Edwards

  • Robert Russo

    FOUNDER & CEO
    Independent Advisor Alliance

  • Thomas Sagissor

    PRESIDENT
    RBC Wealth Management

  • Jeff Stewart

    EXECUTIVE MANAGING DIRECTOR &
    HEAD OF WEALTH MANAGEMENT
    Hilltop Securities

  • Scott Wetzel

    CO-FOUNDER + CEO
    SkyView Partners