Employee ownership, diversified business lines and a minority investment program have boosted Summit Financial’s growth in recent years, according to Ed Friedman, Summit's financial director of growth and business development.
Employee ownership, diversified business lines and a minority investment program have boosted Summit Financial’s growth in recent years, according to Ed Friedman, Summit's financial director of growth and business development.
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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