Carver BOSS Summit 2027
Featured Speakers
World-class experts sharing insights on business growth, succession, and wealth strategy.
Randy Carver
CEPA® | CRPC® | CDFA®
President & Founder, Carver Financial Services
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Ken Grider
Senior Managing Director, Head of Business Development, Raymond James Investment Banking
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Mike Trivisonno
Partner, Calfee, Halter & Griswold
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Kevin Petterson
Vice President, US Wealth, AQR Capital Management
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Tom Zucker
President and Founder, EdgePoint Capital
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Jerome Myers
MBA, CEPA
Founder, Exit to Excellence
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Marc London
Founder, The CADRE Experience
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Dan McGinnis
CFP® | CEPA® | CPFA®
Partner, Carver Financial Services
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Raj Chatterjee
CFP® | CEPA®
Partner, Carver Financial Services
View BioThe BOSS Summit is an invitation-only event. Attendance is limited.