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Liz Miller, CFA® & CFP®

President

liz.miller@summitplacefinancial.com

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Assunta (Susie) McLane

Vice President, Wealth Advisor

assunta.mclane@summitplacefinancial.com

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Chris Gula, CFA®

Associate Portfolio Manager

chris.gula@summitplacefinancial.com

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Summit Place Financial Advisors, LLC

18 Bank Street, Suite 202

Summit, NJ 07901

P: 908.517.5880

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Top
  • About
    • Our Why
    • Our Approach
    • Awards
    • News & Press
    • Form CRS
  • Our People
    • Our Team
    • Giving to Our Community
  • Our Clients
    • Our Specialty: $5-$25M Portfolios
      • Multi-generational Families
      • Corporate Executives
      • Successful Entrepreneurs
      • Recent Inheritors
    • Getting You There: Accumulating $5M+
  • Resources & Insights
    • Publications & Videos
    • Summit Place Blog
    • Resource Center
    • Clutter Free Wealth
  • Contact