Private market investment expertise can give a leg up on client attraction and retention, but it’s also a complex space often requiring partnership, according to panelists at the RIA Edge Private Markets conference in New York. Featuring Noreen Brown, Co- CIO of Summit Financial.
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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