Ed Friedman, Director of Business Development and Growth at Summit Financial, joined Julie Cooling, Founder and CEO of RIA Channel, to discuss the growth that has resulted from professionalizing the firm.
Ed Friedman, Director of Business Development and Growth at Summit Financial, joined Julie Cooling, Founder and CEO of RIA Channel, to discuss the growth that has resulted from professionalizing the firm.
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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