Tara-Pizzutillo

Tara Pizzutillo

Director of Investment Operations

 

Address: 4 Campus Drive Parsippany, NJ 07054
Phone: 973-285-3600
Email: tpizzutillo@sfr1.com
Website:
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Tara Pizzutillo is the Director of Investment Operations at Summit Financial LLC. Tara is responsible for leading the strategic development and operational oversight of the Investment Operations teams and functions. She provides guidance and structure to ensure consistent, superior execution while maintaining an environment of continuous optimization of team performance, systems, and processes. 

Tara was seasoned in a variety of Investment Operations roles with over 25 years in Finance and Banking. She has been awarded with recognition for excellence from Summit’s predecessor, Summit Equities. She has a B.S. in Business Administration with a focus in Management from Centenary College. She holds her FINRA Series 7, 24, 55, and 63 licenses. Tara has two sons and lives in Long Valley, NJ. 

Investment advisory and financial planning services offered through Summit Financial, LLC., an SEC Registered Investment Adviser. Headquartered at 4 Campus Drive, Parsippany, NJ, 07054. Tel. 973-285-3600. Fax. 973-285-3666. Some advisers may offer securities through Purshe Kaplan Sterling Investments, Member FINRA/SIPC. Headquartered at 80 State Street, Albany NY 12207 (“PKS”). PKS and Summit Financial, LLC. are not affiliated companies.

Summit Financial, LLC (“Summit Financial”) operates a website at summitfinancial.com (the “Site”). By using this website, you accept our Terms of Use and Privacy Policy. Past performance is no guarantee of future results. Any historical returns, expected returns, or probability projections may not reflect actual future performance. All securities involve risk and may result in partial or total loss. While the data we use from third parties is believed to be reliable, we cannot ensure the accuracy or completeness of data provided by investors or other third parties. Neither Summit Financial nor any of its affiliates provide tax advice and do not represent in any manner that the outcomes described herein will result in any particular tax consequence. Prospective investors should confer with their personal tax advisors regarding the tax consequences based on their particular circumstances. Neither Summit Financial nor any of its affiliates assume responsibility for the tax consequences for any investor of any investment.

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