Ryan M. Verdery

Managing Director

Role: Managing Director at Summit Retirement Partners
Location: Raleigh-Durham-Chapel Hill, NC, US
LinkedIn followers: 500 followers

General Business & ManagementView LinkedIn profile

About Ryan M. Verdery

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Experience

Managing Director
Summit Retirement Partners
Apr 2009 — Present · Apex, NC, US

Education

Shenandoah University
International Business
1992 — 1994
Carnegie Mellon University
Managerial Economics
1995 — 1997

Skills

Series 63
401k
Uniform Combined State Law
Series 7
Securities
Retirement
Investments
Series 65
Investment Advisory
Asset Allocation
Mutual Funds
Alternative Investments
Defined Benefit
Wealth Management
Retirement Planning
Finra

Contact information

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Work email
•••••@summit-retirement.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Summit Retirement Partners

Financial Services · 2 employees · Founded 2009 · Apex, North Carolina, United States

Summit Retirement Partners is a boutique investment management and consulting firm that works exclusively with organizations to help build and sustain high quality 401(k) retirement plans. Our experience, commitment and specialized knowledge help our Plan Sponsors design and maintain comprehensive but pragmatic retirement plans. By way of our proprietary research process and acute methodology for portfolio management, Summit Retirement Partners helps to ensure that the pinnacle of success is achieved for both employers and employees. Our approach allows us to excel in providing guidance through in depth fiduciary consulting, investment monitoring, asset allocation and manager search/selection. Summit Retirement Partners is gratified and steadfast in applying our services to help our Plan Sponsors accomplish the height of their goals. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Investment products, services and fee-based advisory services are only available to residents of: CA, FL, GA, MD, NC, NY, PA, & VA.

summit-retirement.com

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