Southeast RIA Summit, Atlanta, GA

November 28th, 2023

Location:  Hotel Colee, 3377 Peachtree Road NE, Atlanta, GA 30326

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

Panel Title: Market Outlooks and Opportunities (CFP)

Panel Date/Time: 11/28/23 @ 9:00 – 9:30am

How are RIAs positioning, managing risk, and growing clients’ portfolios in domestic and global markets? With appetites constantly shifting,
listen to panelists discuss current market trends and how you can take advantage of various opportunities to better serve your clients.

Panelists:

 

Learn More About Southeast RIA Summit

Author

  • William Marr

    Bill is responsible for delivering Welton’s investment solutions to the Wealth Management community, including Brokerage Houses, RIAs, Private Banks, and Family Offices.

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Welton Investment Partners