"We are pleased to welcome the Kyros team as they join the Summit Financial family. Their expertise and passion for excellence align well with our values, and together, we anticipate a future marked by remarkable growth and success," Stan Gregor, CEO of Summit Financial Holdings.
Summit Financial, a Parsippany, New Jersey-based RIA owned by Merchant Investment Management, has added two teams that managed $520 million...
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Continued national expansion brings Summit Financial to 65 partnerships and establishes its presence in Georgia and Oregon.
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