Speakers
Image
Mike Alberts
Principal
Cohere Capital Partners
Image
Kristen Ferris
Director
Goulston & Storrs
Image
Thaddeus (Todj) Gozdeck
Partner
Citrin Cooperman Advisors LLC
Image
Karin Gregory
Managing Partner
Blue Highway Capital
Image
Greg Katz
Vice President of Business Development
New Heritage Capital
Image
Ryan Losco
Vice President, Private Banker
BNY Wealth
Image
Brent Mathews
SVP, Commercial Lender
Main Street Bank
Image
Kristen Miale
Managing Director
Caswell Advisory Group, LLC
Image
Brigid Morrissey
Partner
CohnReznick Advisory LLC
Image
Erin O'Keefe
Vice President, Financial Sponsors Group
Citizens Capital Markets & Advisory
Image
Carly Perkins
Corporate Associate
Goulston & Storrs
Image
Kimberly Roy
Founder
Pitch With Kim
Image
Callie Shanley
Client Advisor, Vice President
Bernstein Private Wealth Management
Image
Andrew Worcester
Former Owner-Operator, Poolweb (Aquatic Technology, Inc.) Co-Founder, Worcester Solutions Group
Event Details
When:
July 29 - 31, 2026
Where:
Courtyard by Marriott Portland Downtown Waterfront
