Eight years ago, I was asked to consider taking on the CEO role at Summit Financial, a 35-year-old RIA in New Jersey. This was after an extensive career on Wall Street, running divisions at some of the biggest names in wealth management.
Eight years ago, I was asked to consider taking on the CEO role at Summit Financial, a 35-year-old RIA in New Jersey. This was after an extensive career on Wall Street, running divisions at some of the biggest names in wealth management.
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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