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/PRNewswire/ -- Summit Financial ("Summit"), a leading architect of advisor success and client satisfaction for over four decades, announced that Joseph Spada,...
The $300 million multi-family office with an all-female staff joins Summit's equity partnership platform.
Under its minority investment model, Summit will provide cash, equity and exclusive privileges to Prostatis Financial Advisors Group.
Based on the recent job numbers, the Great Resignation appears to be over, but what does that mean for staffing advisory firm's back offices?
Daniel Murphy has left Wells Fargo to establish Great Lakes Private Wealth with capital, resources and technology support from Summit.