December 4th, 2025
Convene 360New York, NYHere's a snapshot of the senior leaders and firms that will be there
- Accretive Wealth Partners, CIO
- Aceana Group, Founding Partner & CIO
- CapShift, CEO
- Concurrent Investment Advisors, VP, Alternative Investments
- Emergent Global Investments, CEO
- Galaxy Wealth Management, President
- Global Realty Capital LLC, Founder/CEO
- Great Valley Advisors, Director, Asset Management
- Herbst group, CEO
- Howland Capital Management, Operations & Fund Administrator
- Khelp Financial, Crypto Investment Adviser/Manager
- New England Private Wealth Advisors, CEO
- Sanctuary Wealth, Head of Alternative Investments
- Simon Quick Advisors, Chief Investment Officer
- SKK, COO
- SlateStone Wealth, Chief Growth Officer
- Stance Capital, Portfolio Manager
- Strategic Innovations Advisors, CEO
- Summit Financial, CIO
- SYKON, President & CIO
- Upstart Wealth Management, LLC, Founder
- Vardahn Wealth Management, CEO
- VestGen Wealth Partners, CIO
- Wealthcare Capital Management, CIO
- Wealthspire Advisors, CIO
- Williams Private Wealth, President
- Wright Time Financial LLC, CEO & Founder