Liz Recognized as Finalist for SmartCEO’s Money Manager Award

November 3, 2015

This past month, SmartCEO recognized Liz as a finalist for its Money Manager of the Year Award.  Recognizing bankers, wealth managers and advisors, SmartCEO’s Money Manager Awards program honors those that have dedicated their time and efforts to their clients’ financial well-being. Liz was honored as a finalist for the New York region because of the unbiased and unique financial expertise the firm provides individuals and families. The award recognizes the best in each region of those who have selflessly helped their clients navigate and manage the complex financial landscape of their lives and businesses. Finalists were chosen in October by a panel of independent local business leaders and are chosen by the 8 different regions they operate in. Although we are a national company, Summit Place Financial Advisors was nominated in its home, New York City, region.

SmartCEO recognizes that bankers and wealth managers have experienced an uphill battle in recent years thanks to 2008’s economic collapse which is why it is important to honor their uncompromising commitment. Individuals rely on the financial expertise of those credited to help them achieve their financial goals. SmartCEO recognizes that the best of these financial advisors are dedicated to their clients’ needs and take care of the numbers so that they can take care of their other priorities. We are so honored to be a SmartCEO Money Manager of the Year Award Finalist.

Learn more about the 2015 finalists below:



Awards listings, rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Summit Place Financial Advisors, LLC (Summit) is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Summit by any of its clients. Awards listings, rankings and/or recognition published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized advisor. The Money Manager Awards program honors bankers, wealth managers and investors who have been instrumental in the growth and success of their clients’ organizations and/or portfolios. These individuals serve as essential business partners, and represent the best and brightest in the region. Finalist recognition is based upon a self nomination process including an application and essay questions evaluated by an independent panel of local business leaders and assessed strictly based on the information provided in the application. All finalists need to sign an editorial agreement as a confirmation of their participation in the awards program