Summit Financial Director of Business Development and Growth Ed Friedman says that RIAs need to “pay homage” to the legacy of their firm when scaling.
Summit Financial Director of Business Development and Growth Ed Friedman says that RIAs need to “pay homage” to the legacy of their firm when scaling.
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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