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Promoting excellence in wealth management for over a decade. |
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Over the course of a decade we have created a community of wealth management professionals from across the industry — representing the entirety of investing approaches and service models. We continue to expand the breadth and depth of our coverage in an attempt to document the evolving field of wealth management.
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Why attend a Barron’s Summit?
1.The opportunity to network with the top 1% of advisors from across the industry
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2.The opportunity to hear strategies to grow your business and improve your quality of service.
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70%of advisors have attended more than one Barron's conference
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95%would recommend Barron’s
Conferences to a Peer |
95%said the conference was a
worthwhile investment |
Upcoming Summits
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Barron’s hosts a series of invitation-only events to recognize the achievements of the most successful and influential advisors in the wealth management industry. The Summits represent an opportunity for advisors from across the industry to meet and discuss the latest innovations in the wealth services field, developments in the global economy and strategies for personal and professional growth.
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Who we are
Meet Our Team
The Barron’s Advisory Program Team strives to provide a standard of excellence and authenticity.
STERLING SHEA
Head of Advisory Programs |
TRICIA KASNER
Managing Director |
APRIL FERRELL
National Relationship Manager |
ERIN SHELLEY
Sr. Event Operations Manager |
ALISON ROONEY
Development Manager |
JOHN BOLLING
Marketing Strategist |
GEORGIA DEAN
Events Coordinator |
FAQs
Frequently
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Are guests allowed to attend?
As all Barron's conferences are invitation-only events, any special requests must be made by e-mail (at the time of registration) so we can determine the type of guest you would like to invite. Spouses are not permitted unless otherwise approved in advance. Please send your requests to conferenceinfo@barrons.com. What is the dress code?
The dress code for all Barron's conferences is business attire. What is your cancellation policy?
All cancellations are subject to a $50 cancellation fee if made prior to three weeks from the start of the event. If a cancellation is made within three weeks from the start of the event, there will be no refunds. How much does it cost to attend?
Costs vary depending on the event and firm participation. Please send an e-mail to conferenceinfo@barrons.com for details. |
How do I book hotel and travel?
Once registered, you will receive a confirmation e-mail with details. We do not supply hotel group block information prior to registration. All hotel reservations, flights and transfers are the responsibility of the attendee. Can I invite a fellow advisor?
If you have someone you know that would like to attend, they must complete the online application form for the event they are interested in, using the links below. Top Advisory Teams Summit Top Independent Advisors Summit Top Institutional Consultants Summit Top Independent Women Advisors Summit Impact Investing Summit Top Advisors Summit Top Women Advisors Summit |
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