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 20, 2026
The Metropolitan Club
One E. 60th Street | NYC
The Sixth Annual CEO summit will feature an afternoon of discussion on the pressing trends in wealth management in a closed door session. Cocktails, dinner in a private dining room accompanied by a wine tasting will conclude the festivities.
DIAMOND SPONSOR
It’s my honor to invite you to the sixth 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
SPECIAL GUEST SPEAKER
JEFFREY HANCOCK
Founding Director, Stanford Social Media Lab,
Stanford University
Hear unique insights on the role of AI in society from Jeffrey Hancock, the Harry and Norman Chandler Professor of Communication at Stanford University and founding director of the Stanford Social Media Lab. A leading expert on social media behavior and the psychology of online interaction, Hancock studies how AI and digital technologies affect communication, trust, deception, well-being and social cognition. His research explores how people interact through technology and how emerging tools are transforming relationships, institutions and society.
SPECIAL GUEST SPEAKER
JACK DEVINE
Founder and Chairman, The Arkin Group LLC
Hear unique insights on the geo-political risks and opportunities from Jack Devine, founder and chairman of The Arkin Group, is a 32-year veteran of the CIA. He served as both Acting Director and Associate Director of the CIA’s operations outside the United States as well as chief of the Latin American Division, the head of CIA’s Counternarcotics Center and the head of CIA’s Afghan Task Force. He was awarded the CIA’s Meritorious Officer Award for this accomplishment and is the recipient of the Agency’s Distinguished Intelligence Medal and several meritorious awards.
The Sixth Annual CEO summit will feature an afternoon of discussion on the pressing trends in wealth management in a closed door session. Cocktails, dinner in a private dining room accompanied by a wine tasting will conclude the festivities.
2026
Agenda
| Noon | Registration |
| 1:00 |
Light Lunch and Introductory Comments Tony Sirianni, Publisher & CEO, AdvisorHub |
| 1:10 |
AI Nightmares and Client-Centric Security Jack Devine, Founder and Chairman, The Arkin Group LLC |
| 1:30 |
Scaling With Purpose: Building a 100+ Year Company Avy Stein, Founder and Co-Chairman, Cresset |
| 1:45 |
How to Drive Culture at Scale & How to Use in Recruiting Wally Chapman & Pat Vaughan, Co-Heads, Private Client Group, RBC Wealth Management |
| 2:05 |
Legal Challenges in the New M&A Landscape David Mrazik, Co-Founder & Managing Partner, Merchant |
| 2:25 | Break |
| 3:00 |
Building at Scale: Evolving Your Model, Your Leadership, and Your Bets Nate Lenz, CEO, Concurrent |
| 3:15 |
From Platform to Partnership: A Tailored Approach to Growth Stan Gregor, CEO, Summit Financial |
| 3:30 |
The Advisor Talent Continuity Gap: Who Will Serve the Next Generation of Clients? David Karr, Chairman, Equitable Advisors |
| 3:45 | Break |
| 4:05 |
Underground M&A: The Real Numbers Behind M&A Activity Jeff Gonyo, Head of Wealth Management, Founding Partner, Steward Partners |
| 4:25 |
Turning AI Efficiency into Deeper Human Advice Patrick O’Connor, Chief Operating Officer, Raymond James Private Client Group |
| 4:40 |
The New Role of AI in Wealth Management Jeffrey Hancock, Professor, Stanford University |
| 5:10 | Cocktails |
| 6:30 | Dinner + Wine Tasting |
| Agenda is subject to change. |
2026 Attendees
-
Haig Ariyan
FOUNDER & CEO
Arax Investment Partners -
Craig Avery
MANAGING DIRECTOR &
HEAD OF RIA SOLUTIONS
Wells Fargo -
Ross Bauer
FOUNDER & EXECUTIVE CHAIRMAN
Merritt Point Wealth Advisors -
Joel Burris
PRESIDENT & MANAGING PARTNER
GCG Advisory Partners -
Jeffrey Casey
PRESIDENT
CG Financial -
Wally Chapman
CO-HEAD, PRIVATE CLIENT GROUP
RBC Wealth Management -
Robert Conzo
CEO & MANAGING DIRECTOR
The Wealth Alliance -
Greg Couch
CEO
Meridian Wealth Management -
Bill Crager
CEO & FOUNDING PARTNER
iAltA -
Allen Darby
CEO
Alaris Acquisitions -
Alex David
PRESIDENT & CEO
Equity Services, Inc. -
Joshua Desai
MANAGING PARTNER &
CO-CHIEF INVESTMENT OFFICER
Peak Altitude Partners -
Jack Devine
FOUNDER & CHAIRMAN
The Arkin Group, LLC -
Tad Edwards
CEO & CHAIRMAN
Benjamin F. Edwards -
Grier Eliasek
PRESIDENT & COO
Prospect Capital -
Timothy Erday
FOUNDER & CEO
Harbour Bridge Wealth Advisors -
Francesca Federico
PRESIDENT
Twelve Points -
Robert Gilman
MANAGING DIRECTOR
JP Morgan Wealth Management -
Jeff Gonyo
FOUNDING PARTNER &
HEAD OF WEALTH MANGEMENT
Steward Partners -
Stan Gregor
CHAIRMAN & CEO
Summit Financial -
Richard Griffith
CHIEF REVENUE OFFICER
Archway -
Alex Hansen
HEAD OF WEALTH SOLUTIONS &
CHIEF ADVISOR SUCCESS OFFICER
Merit Financial Advisors -
David Harden
CEO
Summit Global Investments -
David Hoffmann
FOUNDER & CEO
Justabout Wealth Management -
David Karr
CHAIRMAN
Equitable Advisors -
Kevin Keefe
PRESIDENT & COO
Independent Financial Group -
Rick Kent
CEO
Merit Financial Advisors -
John Lefferts
PRESIDENT & CEO
Tribrid Advisory -
Nate Lenz
CEO
Concurrent -
Adam Malamed
CEO
Sanctuary Wealth -
Robert Milligan Jr.
FOUNDER & MANAGING PARTNER
1792 Wealth Advisors -
David Mrazik
CO-FOUNDER &
MANAGING PARTNER
Merchant -
Brian Nelson
HEAD OF GROWTH STRATEGY
Equity Services, Inc. -
Patrick O'Connor
COO
Raymond James Private Client Group -
Paul O'Toole
SENIOR VP & HEAD OF BUSINESS DEVELOPMENT
Hilltop Securities -
Craig Pirtle
MANAGING PARTNER &
HEAD OF GROWTH
Shore to Summit Wealth Management -
Brook Powers
CEO & PARTNER
Fiduciary Financial Advisors -
Michael Purpura
PRESIDENT, WEALTH MANAGEMENT
D.A. Davidson -
Kevin Reed
EVP, PRESIDENT OF PRIVATE CLIENT GROUP
Janney -
Douglas Rubenstein
COO
Benjamin F. Edwards -
Benjamin Spiker
COO & FOUNDING PARTNER
Shore to Summit Wealth Management -
Avy Stein
FOUNDER & CO-CHAIRMAN
Cresset -
Jeff Stewart
MANAGING DIRECTOR
Hilltop Securities -
George Tamer
HEAD OF RIA CHANNEL ENABLEMENT
Wells Fargo -
Patrick Vaughan
CO-HEAD, PRIVATE CLIENT GROUP
RBC Wealth Management -
Tammy Williams
PRESIDENT, WEALTH ADVISOR
Cooke Financial Group -
Scott Wilson
FOUNDER &
SENIOR MANAGING DIRECTOR
Kestra Private Wealth Services -
Vladislav Zherenovski
PRESIDENT & CEO
Kraner
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.
