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Summit Place Financial Advisors

Locations: 18 Bank Street Summit, New Jersey 07901, US

Company Size: 1 - 100

Industry: Financial Services

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  • Assunta “Susie” McLane, CFP®, MBA profile image
    Assunta “Susie” McLane, CFP®, MBA img

    Managing Director | Senior Wealth Advisor at Summit Place Financial Advisors

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  • Elaina Formichella profile image
    Elaina Formichella img

    Client Service and Operations Manager at Summit Place Financial Advisors

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  • Christopher Gula, CFA profile image
    Christopher Gula, CFA img

    Vice President, Investment Strategist at Summit Place Financial Advisors

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  • Liz Miller, CFP®, CFA profile image
    Liz Miller, CFP®, CFA img

    Founder and President, Summit Place Financial Advisors

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