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RIA Edge Nashville
March 2-3, 2027
Four Seasons HotelNashville, TN

Alex Ortolani
Sr. Reporter at Wealth Management
Moderator

Profile

Alex Ortolani is a New York-based senior reporter with WealthManagement.com with a focus on deals, moves and trends in the registered investment advisor space. In addition to financial and business reporting, he has worked in media relations and corporate communications for tech firms and Fortune 500 companies.

Agenda Sessions

  • RIA Edge Nashville Welcome Remarks

    2:30pm
  • Rewriting the script: How &Partners built an alternative to the large brokerage firm

    2:35pm
  • Chairman's Welcome

    9:00am
  • Family Office Services: Growth, Scale, and Staying Profitable

    3:15pm