Pricing

Summit Financial

0 followers

‌

Summit Financial, LLC, delivers comprehensive fee-based financial planning services to high net worth individuals such as successful business owners, Wall Street executives, members of the entertainment industry, sports figures and high net worth individuals from all industries.

Industries

Headquarters

Parsippany-Troy Hills, United States

Employees

Links

Org chart

CEO

Collapse

COO

CFO

Barbara Hawkesworth

Chief Legal Officer

CAO

Steve Pfundstein

CTO

Co-chief Investment Officer

CO-General Agent, Managing Director

Director of Growth & Business Development

Director of Insurance

Tara Pizzutillo

Head Of Advisor Transitions

Steve Lieberman

President And CEO Of The Private Client Group ~ Wealth Management, LLC

Barbara Matin Hawkesworth

Chief Legal Officer

Executive Assistant

Michael Giannotto Cams

Senior Compliance Officer

Deputy Chief Investment Officer

Teams

Investment Team

14 people · 0 jobs

Financial Planning and Wealth Management

11 people · 0 jobs

Leadership Team

9 people · 0 jobs

Marketing and Business Development

5 people · 0 jobs

Finance and Legal Team

5 people · 0 jobs

IT and Engineering

5 people · 0 jobs

Offices

HQ
29 positions, 0 job posts
AV
MR
+25

Similar companies

Melio Payments

12 followers

Galileo Financial Technologies

10 followers

Earnest

6 followers

Total Mortgage Services

2 followers

Curi

1 follower

Kin Insurance

3 followers

Renaissance Technologies

5 followers

Built

3 followers

Chicago Trading Company

3 followers

Riveron

2 followers

Goldman Sachs

962 followers

Explore companies

¨