Elizabeth K. Miller

Elizabeth
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.

Articles
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"
Reassessing Risk
Since the financial crisis of 2008, global markets have been surprisingly resilient. Investors who continued to follow disciplined strategies have recovered much of their losses, if not their confidence.
Review by: Elizabeth K. Miller
AUTHOR: Robert Hockett, Professor of Law, Cornell University Law School, Ithaca, N.Y. ARTICLE: “A Fixer-Upper for Finance,” 87 Wash. U. L. Rev. 1213 (2010) Click here to view the article in PDF format. In “A Fixer-Upper for Finance,” Robert Hockett ...
Fear, Greed And A Time for Giving Thanks
Clients are worried about missing the rally, but they are even more worried about downside risks. How should financial advisors address clients' concerns and show their value?
Longevity Planning
Sara and John Fisher are in their mid-50s. Their professional careers are successful and they've amassed about $5 million in assets. While they could
Funding the Ventures Of Family and Friends
Private equity is a hot investment these days. And while you may be referring your ultra-high-net-worth clients to established private equity firms, don't
ESOP-Assisted Buyouts
One of the most financially attractive exit strategies for the owner of a closely held business is to sell his company stock to an employee stock ownership
Let's Get Personal
The Institute for Private Investors' annual Family Performance Tracking surveys have found over the past few years that most high-net-worth investors
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