CNBC Announces Speaker Lineup for Financial Advisor Summit on June 15

June 07, 2023

Event to Feature Top Advisors and Industry Experts to Discuss New Approaches for Uncertain Markets and How to Generate Consistent Returns

ENGLEWOOD CLIFFS, N.J., June 7, 2023 CNBC, First in Business Worldwide, today announced the speaker lineup for the Financial Advisor Summit – Breaking Away: New Approaches for Uncertain Markets, taking place online on Thursday, June 15 at 10am ET.

The CNBC Financial Advisor Summit brings together forward-thinking advisors to hear from industry leaders about the state of the markets and to learn new and innovative ways to address the needs of their clients and their firm. Fresh off the June 14 FOMC meeting, the CNBC FA Summit will get reaction to the latest interest rate decision from market leaders and insights on how current conditions will impact global growth for the second half of 2023 as well as lead discussions on changing client needs, building durable portfolios and how to incorporate AI into their business strategies, among other topics.

The CNBC FA Summit speakers include:

·    Preston Cherry, Concurrent Financial Planning Founder & President

·    Sonal Desai, Franklin Templeton Fixed Income Chief Investment Officer

·    Roger Ferguson, Former TIAA President & CEO and CNBC Contributor

·    Brad L. Klontz, YMW Advisors Managing Principal

·    Tom Lee, Fundstrat Global Advisors Managing Partner

·    Fiona Ma, CPA, California State Treasurer

·    Dan Niles, Satori Fund Founder & Portfolio Manager

·    Rebecca Patterson, Council for Economic Education Board Chair

·    Grant Sabatier, Author of “Financial Freedom”

·    Gina Sanchez, Chantico Global LLC CEO and CNBC Contributor

·    Nathan Sheets, Citi Research Global Chief Economist

·    Alex Trias, Retired Attorney, FIRE movement advocate

·    Candice Tse, Goldman Sachs Managing Director, Global Head of Strategic Advisory Solutions

The event will also feature a special appearance by CNBC’s Jim Cramer who will share his current views on the markets. Cramer is the Host of “Mad Money w/ Jim Cramer,” Co-Anchor of “Squawk on the Street” and also runs the CNBC Investing Club with Jim Cramer.

The CNBC FA Summit is sponsored by Allspring, Amplify Investments, Build America Mutual, Interactive Brokers, Nuveen and State Street Global Advisors.

This event has been approved for 4.5 CFP Continuing Education Credits.

To learn more about the virtual event and register to attend, please visit:

For more information about CNBC Events, attending, speaking or sponsoring, go to:



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