Featured in the recent Financial Advisor Magazine article, “New Yardsticks For PE Investing,” Summit’s Co-Chief Investment Officer, Noreen Brown, CFA, alongside Monish Verma, CRPS®, Founding Partner and CEO of Vardhan Wealth Management, shared their insights about the evolving challenges in private equity (PE) investing.
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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