Liz Miller
Directeur Général chez Summit Place Financial Advisors LLC
Profil
Elizabeth Katz Miller is currently the Chairman-Elect at Certified Financial Planner Board of Standards, Inc. and the President at Summit Place Financial Advisors LLC.
Previously, she worked as the Managing Director at Trevor Stewart Burton & Jacobsen, Inc. from 1994 to 2008.
She also held positions as a Director at The New York Society of Security Analysts, Inc., a Security Analyst at First Boston Corp., and a Portfolio Manager at OppenheimerFunds, Inc. Ms. Miller holds a graduate degree from The Trustees of Columbia University in The City of New York and an undergraduate degree from The Wharton School of the University of Pennsylvania.
Postes actifs de Liz Miller
| Sociétés | Poste | Début |
|---|---|---|
Certified Financial Planner Board of Standards, Inc.
 Certified Financial Planner Board of Standards, Inc. Miscellaneous Commercial ServicesCommercial Services Certified Financial Planner Board of Standards, Inc. is a non-profit organization that grants the Certified Financial Planner? (CFP) certification. CFP professionals offers budgeting, tax management, and financial services. The company was founded in 1985 and is headquartered in Washington, DC. | Président | - |
Summit Place Financial Advisors LLC
 Summit Place Financial Advisors LLC Investment ManagersFinance Summit Place Financial Advisors LLC (SPFA) is an independent registered investment advisor and wealth management firm headquartered in Summit, New Jersey. SPFA provides discretionary investment advisory services on a fee-only basis for a select group of clients. | Directeur Général | 01/07/2008 |
Anciens postes connus de Liz Miller
| Sociétés | Poste | Fin |
|---|---|---|
Trevor Stewart Burton & Jacobsen, Inc.
 Trevor Stewart Burton & Jacobsen, Inc. Investment ManagersFinance Founded in 1974, Trevor Stewart Burton & Jacobsen, Inc. is a wealth management firm and registered investment advisor located in New York City. Since inception, the firm has managed endowments, foundations, pension and profit sharing plans, insurance, hospital and other corporate reserves and personal portfolios. | Membre du Comité d'Investissement | 30/09/2008 |
OppenheimerFunds, Inc.
 OppenheimerFunds, Inc. Investment ManagersFinance OppenheimerFunds, Inc. provides investment advice. The company was founded in 1959 and is headquartered in New York, NY. | Gestionnaire de Portefeuille-Actions | 31/12/1993 |
The New York Society of Security Analysts, Inc.
 The New York Society of Security Analysts, Inc. Miscellaneous Commercial ServicesCommercial Services The New York Society of Security Analysts, Inc. operates as a financial services trade group and networking forum for wall street and provides Chartered Financial Analyst (CFA) exam. The company was founded in 1937 and is headquartered in New York, NY. | Directeur/Membre du Conseil | - |
| First Boston Corp. | Corporate Officer/Principal | - |
Formation de Liz Miller
| The Trustees of Columbia University in The City of New York | Graduate Degree |
| The Wharton School of the University of Pennsylvania | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
| First Boston Corp. | Finance |
OppenheimerFunds, Inc.
OppenheimerFunds, Inc. Investment ManagersFinance OppenheimerFunds, Inc. provides investment advice. The company was founded in 1959 and is headquartered in New York, NY. | Finance |
Trevor Stewart Burton & Jacobsen, Inc.
Trevor Stewart Burton & Jacobsen, Inc. Investment ManagersFinance Founded in 1974, Trevor Stewart Burton & Jacobsen, Inc. is a wealth management firm and registered investment advisor located in New York City. Since inception, the firm has managed endowments, foundations, pension and profit sharing plans, insurance, hospital and other corporate reserves and personal portfolios. | Finance |
The New York Society of Security Analysts, Inc.
The New York Society of Security Analysts, Inc. Miscellaneous Commercial ServicesCommercial Services The New York Society of Security Analysts, Inc. operates as a financial services trade group and networking forum for wall street and provides Chartered Financial Analyst (CFA) exam. The company was founded in 1937 and is headquartered in New York, NY. | Commercial Services |
Certified Financial Planner Board of Standards, Inc.
Certified Financial Planner Board of Standards, Inc. Miscellaneous Commercial ServicesCommercial Services Certified Financial Planner Board of Standards, Inc. is a non-profit organization that grants the Certified Financial Planner? (CFP) certification. CFP professionals offers budgeting, tax management, and financial services. The company was founded in 1985 and is headquartered in Washington, DC. | Commercial Services |
Summit Place Financial Advisors LLC
Summit Place Financial Advisors LLC Investment ManagersFinance Summit Place Financial Advisors LLC (SPFA) is an independent registered investment advisor and wealth management firm headquartered in Summit, New Jersey. SPFA provides discretionary investment advisory services on a fee-only basis for a select group of clients. | Finance |