Liz Miller
Directeur Général chez Summit Place Financial Advisors LLC
Postes actifs de Liz Miller
| Sociétés | Poste | Début | Fin |
|---|---|---|---|
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 | - | - |
| Directeur/Membre du Conseil | 01/01/2020 | - | |
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 | - |
| Compliance Officer | 01/07/2008 | - | |
| President | 01/07/2008 | - |
Historique de carrière de Liz Miller
Anciens postes connus de Liz Miller
| Sociétés | Poste | Début | 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 | 01/01/1994 | 30/09/2008 |
| Gestionnaire de Portefeuille-Actions | 01/01/1994 | 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 | 30/05/2011 | - |
| First Boston Corp. | Corporate Officer/Principal | - | - |
Formation de Liz Miller
| The Wharton School of the University of Pennsylvania | Undergraduate Degree |
| The Trustees of Columbia University in The City of New York | Graduate Degree |
Statistiques
Internationale
| Etats-Unis | 9 |
Opérationnelle
| Portfolio Manager-Equities | 2 |
| Director/Board Member | 2 |
| Investment Committee Member | 1 |
Sectorielle
| Finance | 5 |
| Commercial Services | 3 |
| Consumer Services | 3 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 6 |
|---|---|
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 |
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 |
| First Boston Corp. | 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 |
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