Elizabeth K. Miller

K. Miller
Founder and Head


Elizabeth K. Miller is founder and head of Summit Place Financial Advisors, LLC., which was established to provide personalized asset management and a boutique family office experience to successful families and individuals. Previously she was a principal owner of Trevor Stewart Burton & Jacobsen Inc., where she led the firm’s equity research activities and the investment committee’s stock selection. Ms. Miller started her career as a mergers and acquisition and proprietary trading analyst for the First Boston Corporation. Ms. Miller is a member the Board of Trustees for the New York Society of Security Analysts and is a past chair of the Private Wealth Management Committee there. She also served on the Private Wealth Advisory Committee for CFA Institute, which helped provide global leadership in identifying the industry’s priorities and setting an educational agenda for private wealth professional excellence. Each summer, she joins the faculty of the Chautauqua Institute Special Studies Program, in wealth management. She has been a guest of CNBC, Reuters, BNN, Bloomberg, and Businessweek TV and may be heard on Bloomberg radio and Dow Jones’ Marketwatch. Ms. Miller received a BS in economics from the Wharton School at the University of Pennsylvania and an MA from Columbia University.

Review of Reviews: “Not Your Mother’s Will: Gender, Language, and Wills,” 98 Marquette Law Review 1535 (2015) 
Elizabeth K. Miller gives her view on an article exploring the slow changes to gender language in wills and trusts.
The Long and Winding Road 
In 2016, economic conditions aren’t expected to change meaningfully as the world watches the U.S. presidential election unfold
Markets Hate Uncertainty
Even though we’ve anticipated a correction for the past year and a half, the reality is uncomfortable and unpredictable for many investors.
Time to Bounce Back? 
Looking forward to 2015, anyone waiting for improving economic growth in the United States will be doing so for a long time.
Paying it Forward 
Sometimes offering to pay for a grandchild's education can hinder instead of help
Five Steps to Protect Your Clients' Finances and Identities
The digital world can be a scary place. Here are 5 tips to help protect your clients
10 Ways to Protect Your Client in an Increasingly Digital World
Don’t let hackers and identity thieves access your clients' personal information
VIDEO: Industry Insights with Liz Miller

Liz Miller, CFA & CFP, President of Summit Place Financial Advisors, LLC, discusses fixed income's role in foundations.

Uncertainty Continues to Reign Supreme 
Members of the Trusts & Estates Investment Committee had their annual meeting to discuss the significant developments in 2012 and how the market will play out. Participating were Edward J. Finley II, Elizabeth K. Miller, Andrew M. Parker and Gregory D. Singer. Here are their thoughts
Identifying Money Values 
Elizabeth K. Miller stresses the importance of discussing these feelings with your clients in order to optimize financial goals
Asset Allocation Today 
Elizabeth K. Miller discusses whether traditional methods of asset allocation remain viable in the current economic climate
Review of Reviews: Finding the Oscar 
Elizabeth K. Miller reviews Professor W. Burlette Carter's article "Finding the Oscar"
Industry Newsletters
Investment Category Sponsor Links
Practice Management Category Sponsor Links

Sponsored Introduction Continue on to (or wait seconds) ×