Urge Clients to Create Transition PlanUrge Clients to Create Transition Plan

https://www.summitplacefinancial.com/SummitPlace/leadership.php

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 of the Alumni Board of Governors for the Sphinx Society of the University of Pennsylvania, a past member of the Board of Trustees for the New York Society of Security Analysts (CFA Society New York) and 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.