Leadership Team

About

The leadership team at Summus Group has experience in a variety of industries, including financial planning and analysis, investment management, performance reporting, and compliance. They have also worked for a variety of companies, including Deloitte Consulting, J.P. Morgan Asset Management, Morgan Stanley, Citi - Smith Barney, Sia Partners, and LPL Financial. In addition, the team has a variety of educational backgrounds, including degrees in business administration and management, finance, and general studies.