Kingsview Summit
Conference Overview
Sponsors
8
Speakers
17
Attendees
200
About This Conference
Kingsview Summit is a two-day finance and wealth management event designed for advisors and wealth managers focusing on market insights, investment strategies, asset allocation, insurance integration, and comprehensive planning. It features market updates, product education, networking with peers and strategists, and discussions on economic trends and tactical investment opportunities.
Sponsors (8)
silver Sponsors
gold Sponsors
bronze Sponsors
Speakers (17)
Al Abaroa
Managing Partner
Kingsview Partners
Chris Bush
First Trust Representative
First Trust
Cooper Sinclair
AVP - RIA Distribution, Sammons Financial Group
Midland
Jake Bauer
Vice President, Investment Strategy
Kingsview Partners
Jay Jung
Strategic Relationship Manager
Pontera
John Radzinski
Regional Director - RIA Division
Invesco
Josh Lewis
Executive Chairman
Kingsview Partners
Josh Pinnick
Senior Account Manager (RIA)
Lincoln
Melissa Smith-White
Vice President of Strategic Business Development
Kingsview Partners
Michael Arone
Chief Investment Strategist, Managing Director
State Street
Mike Riggs
State Street Representative
State Street
Neil Peplinski
Portfolio Manager • Investment Management
Kingsview Partners
Conference Details
Event Information
Organizer Contact
đź’ˇ Looking for sponsorship opportunities? Our platform provides detailed sponsor contact information and pricing data to help you make informed partnership decisions.