Summit Financial
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- Investment Team
Investment Team
About
The Investment Team at Summit Financial, LLC, is responsible for devising and implementing investment strategies tailored to high net worth clients. They oversee portfolio management, conduct in-depth market analysis, manage trading operations, and ensure accurate investment reporting. The team collaborates closely with clients to align their financial goals with appropriate investment opportunities, ensuring optimal performance and compliance.
Team members
Alena Jakubikova
Trader/ Trading Desk Specialis...
Ali Allegri
Addepar Reporting Specialist, ...
Amanda Baker
Investment Coordinator
Andrew Desind
Investment Analyst
Annmarie del Vecchio
Investment Client Relations As...
Christine Desimone
Investment Coordinator
Cynthia Rottini
Investment Coordinator
Deardra Evans
Trade Desk Manager
Diamant Gjonbalaj
Investment Analyst
Jessie Marmolejo
Senior Investment Specialist
Joseph Cecere
Investment Analyst
Kathy Miles
Investment Coordinator
Kevin D. Barry
Chief Investment Officer
Nick Farro
Investment Analyst
Noreen Brown
Deputy Chief Investment Office...
Steven Melnick
Director Of Investment Managem...
Tara Pizzutillo
Director of Investment Operati...
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