At this year’s Summit Growth Partners Summit, we had the privilege of hosting Gen. Jim Mattis as our keynote speaker. A retired U.S. Marine Corps four-star general and former U.S. Secretary of Defense, Mattis brought decades of leadership experience to the discussion.
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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