Liz Miller
2025 Chair of CFP Board | Founder & President, Summit Place Financial Advisors, LLC
- Role
- Founder and President at Summit Place Financial Advisors
- Location
- Summit, NJ, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Liz Miller
When the complexities of your success demand more, Summit Place Financial Advisors has…
Experience
Founder and President
Summit Place Financial Advisors
Jan 2008 — Present
Education
Columbia University
MA
1990 — 1993
The Wharton School
BS, Finance and Marketing
1983 — 1987
Skills
- Investments
- Valuation
- Investment Advisory
- Mutual Funds
- Asset Allocation
- Strategic Financial Planning
- Asset Management
- Retirement Planning
- Equities
- Mergers & Acquisitions
- Investment Management
- Financial Advisory
- Financial Education
- Portfolio Management
- Investment Strategies
- Alternative Investments
- Trading
- Wealth Management Services
- Asset Managment
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