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Former Wells Fargo Team Goes Independent With Summit Financial

Daniel Murphy has left Wells Fargo to establish Great Lakes Private Wealth with capital, resources and technology support from Summit.

Stan gregorPatrick patinMonish vermaAnne nordlohDaniel murphyMelissa hauerWells fargoGoldman sachsWells fargo advisorsSummit financialGreat lakes private wealthFarmington hillsSummit growth partnersMerchant investment managementLakes private wealthChief investment officer daniel murphy

Summit Financial Names Joseph Spada, CFP® 2022 Leading Financial Advisor

/PRNewswire/ One of the preeminent independent financial planning and wealth management firms in the Northeast, Summit Financial announced that Joseph.

New yorkUnited statesDave kellyStan gregorJoseph spadaSummit financial resources incSummit servicesSummit financial holdingsSummit growth partnersSummit risk managementNew york timesSummit advisory servicesSummit equities incSummit financialWall street journalFinancial holdings

Barry joins Summit Financial as CIO

Summit Financial appointed Kevin Barry as its new chief investment officer, the Parsippany-based investment adviser announced Sept. 20.

Kevin barryTim belloStan gregorBrevan howard hedge fundCaxton associates alternative fundInsurance coSummit financialThird law capital managementSuisse asset managementTimessquare capitalInvestment managementSummit growth partnersManaging partner tim

Summit Financial Names Joseph Spada, CFP® 2021 Leading Financial Advisor

/PRNewswire/ One of the preeminent privately owned financial planning and wealth management firms in the Northeast, Summit Financial announced that Joseph.

New yorkUnited statesStan gregorJoseph spadaJenna bloomgardenSummit financial resources incSummit servicesSummit financial holdingsScholarship fundSummit growth partnersSummit risk managementNew york timesSummit advisory servicesSummit equities incSummit financialTri county scholarship

Minim Partners with Best In Class Suppliers, Inc to Scale

Third Partnership in Retail Expansion Strategy Strengthens the Company’s Reach in Home Product Stores MANCHESTER, NH, May 09, 2022 (GLOBE NEWSWIRE).

Republic ofUnited statesScott harvinJeff rodningAngie baileyMotorola strategic brand partnershipMotorola trademark holdingsMinim incExchange commissionMinim national retail salesClass suppliers incConnectivity incThird partnershipRetail expansion strategy strengthensHome productBest in class suppliers

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