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 fifth 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
2025
Agenda
| Noon | Registration | ||||||||||||||||||||||||||||
| 1:00 | Light Lunch and Introductory Comments Tony Sirianni, Publisher & CEO of AdvisorHub | ||||||||||||||||||||||||||||
| 1:10 | AI Nightmares and Client Centric Security
Jack Devine, Founder and Chairman, The Arkin Group LLC | ||||||||||||||||||||||||||||
| 1:35 | What Large and Small Firms Want from Practice Management Tools
Ryan McCormack, Senior Director, Factor & QQQ Equity Product Strategy, Invesco QQQ 1:50 |
Acquiring Culture: Integrating Two Distinct Cultures
| Adam Malamed, CEO, Sanctuary Wealth 2:05 |
How to Work with Next Gen Advisors
| Ross Bauer, Founder & COO, Merritt Point Wealth Advisors 2:35 |
Break | 3:00 |
The Future of the Advisor Marketplace: Dealmaking | Tim Bello, Co-founder & Managing Partner, Merchant 3:20 |
Achieving Compatibility with Wealth Management and Insurance: How to Merge Diverse Skillsets into a Complimentary Offering
| Dave Karr, Chairman, Equitable Advisors 3:35 |
The Generational Shift of Advisors: Building a Firm That Lasts
| Kay Lynn Mayhue, President, Merit Financial Advisors 3:50 |
Owning Your Engine for Growth
| Stan Gregor, Chairman & CEO Summit Financial 4:05 |
Break | 4:10 |
State of the M&A Market
| Tim Bello, Co-Founder & Managing Partner, Merchant Investment Management 4:25 |
How to Scale Culture | Tom Sagissor, President, RBC Wealth Management 4:45 |
Lessons from J.D. Power | Ron Kruszewski, Chairman & CEO at Stifel 5:05 |
Cocktails
| 6:15 |
Dinner + Wine Tasting
| |
Agenda is subject to change
| |
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.
Attendees
-
Haig Ariyan
FOUNDER & CEO
Arax Investment Partners -
Craig Avery
MANAGING DIRECTOR
Wells Fargo RIA Solutions -
Ross Bauer
FOUNDER & COO
Merritt Point Wealth Advisors -
Tim Bello
CO-FOUNDER & MANAGING PARTNER
Merchant Investment Management -
Joel Burris
PRESIDENT & MANAGING PARTNER
GCG Wealth Management -
Stacy Bush
FOUNDER & PRESIDENT
Bush Wealth Management -
Ken Cella
PRINCIPAL
HEAD OF EXTERNAL AFFAIRS
Edward Jones -
Robert Conzo
CEO & MANAGING DIRECTOR
The Wealth Alliance -
Fernando De Leon
FOUNDER & CEO
Leon Capital Group -
Jack Devine
FOUNDER & CHAIRMAN
The Arkin Group, LLC -
Louis Dworsky
MANAGING PARTNER
Zermatt Wealth Partners -
Tad Edwards
CHAIRMAN, CEO, & PRESIDENT
Benjamin F. Edwards -
Grier Eliasek
PRESIDENT & COO
Prospect Capital Corporation -
Tash Elwyn
PRESIDENT,
PRIVATE CLIENT GROUP
Raymond James Financial -
Timothy Erday
FOUNDER & CEO
Harbour Bridge Wealth Advisors -
Phil Fiore
FOUNDER & CEO
Proycon -
Robert Gilman
MANAGING DIRECTOR
JP Morgan Chase & Co. -
Jeff Gonyo
HEAD OF WEALTH MANAGEMENT
Steward Partners -
Brian Gorczynski
CEO
Transcend Capital -
Stan Gregor
CEO
Summit Financial -
Joseph Jianos
CHAIRMAN & CEO
Capitol Securities -
Erik Karanik
HEAD OF WIM
INDEPENDENT SOLUTIONS
Wells Fargo -
David Karr
CHAIRMAN
Equitable Advisors -
Ron Kruszewski
CHAIRMAN & CEO
Stifel -
John Langston
CEO
Republic Capital Group -
John Lefferts
HEAD OF
Cetera Investors -
Adam Malamed
CEO
Sanctuary Wealth -
Larry Martinez
CHAIRMAN & CEO
D.A. Davidson -
Kay Lynn Mayhue
PRESIDENT
Merit Financial Advisors -
Scott McCaffrey
MANAGING DIRECTOR
HilltopSecurity -
Ryan McCormack
SENIOR DIRECTOR, FACTOR &
QQQ EQUITY PRODUCT STRATEGY
Invesco QQQ -
Thomas Metzger
SENIOR VP & HEAD OF
WEALTH MANAGEMENT
Citizens Private Wealth -
Chris Mone
EXECUTIVE VP & HEAD OF
WEALTH MANAGEMENT
Wedbush Securities -
Rob Mooney
MANAGING PARTNER & CEO
Snowden Lane Partners -
Richard Mullen
FOUNDING PARTNER & CEO
Pallas Capital Advisors -
John Peluso
EXECUTIVE VP & PARTNER
Thurston Springer -
Ron Ransom
CEO
American Endowment Foundation -
Kevin Reed
EVP, PRESIDENT OF PRIVATE CLIENT GROUP
Janney -
Joshua Rogers
FOUNDER & CEO
Arete Wealth -
Douglas Rubenstein
COO
Benjamin F. Edwards -
Tom Sagissor
PRESIDENT
RBC Wealth Management -
Ryan Smith
CEO
Diversify Wealth Management -
Robert Stark
CEO
Nomura Capital Management -
Jeff Stewart
MANAGING DIRECTOR
HilltopSecurity
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.
