Marshall became Summit's Chairman and Chief Executive Officer in 2002, continuing an almost 25 year career within the independent broker-dealer industry. Prior to acquiring a controlling interest in Summit, Marshall was the Chairman and CEO for JWGenesis Financial Corp, which became - under his leadership - the second largest New York member firm based in Florida at the time of its sale in 2001 to First Union (now Wachovia). Marshall serves on the Independent Firms Committee of the Securities Industry and Financial Markets Association, and previously served as the Chairman of the Regional Investment Bankers Association, Inc.

Vincent became Summit's Executive Vice President and Chief Administrative Officer in 2007. Vincent brings to Summit over 30 years of experience serving the needs of independent financial advisors, including having served as Executive Vice President and Chief Operating Officer for JWGenesis Financial Corp. Vincent earned his Bachelor of Science in Education from Boston University in 1974.

Fred serves as Summit’s Chief Compliance Officer, as well as overseeing the Firm’s Operations Department. Fred has over 20 years of broker-dealer experience. During his career, Fred has held senior management positions in accounting, compliance and operations. He has been involved in multiple acquisitions/integrations and clearing firm conversions. Fred has previously served on FINRA’s Licensing and Registration Council and Regulatory Element Continuing Education Content Committee. Fred earned both his BBA and MBA from the University of Texas, in Austin.

Bernie joined Summit in 2003 as Vice President of Operations, bringing 42 years of securities industry expertise to the Firm. His career started at Bache & Co., Inc. (which later became Prudential Securities) where he established their clearing business. Prudential later merged with First Clearing Corp. Bernie continued his career with Bear Stearns where their clearing business increased from 51 to 475 firms. In 1998, Bernie became Vice President of Operations for JWGenesis. He served on the Membership Committee of the Securities Industry Association (currently SIFMA). He serves as a member of the Executive Committee of the Small Firms Committee and is a frequent speaker on the clearing business at the annual SIFMA Small Firms Conference.

Steve has been a member of Summit's Board of Directors since 2002, and has served as Executive Vice President and Chief Financial Officer since 2003. Steve has over 20 years of operational and investment banking experience in the financial services industry. He is a member of both the American Institute of Certified Public Accountants and the Florida Institute of Public Accountants. Steve earned his bachelor's degree in Accounting from the University of Florida in 1982.

Tom has over 20 years of experience in technology for the financial services industry, holding consultant status as well as public and private sector positions. Tom has served as Executive Vice President, Technology for Summit since 2002. Prior to joining the firm, Tom served as Senior Vice President for Technology for JWGenesis from 1985 until the firm was acquired in 2001. After the acquisition, Tom served as technology consultant to First Union (now Wachovia). Tom holds a bachelor's degree in Business Administration from Florida Atlantic University and a master's degree in Management from Nova University.

From 1992 to 2001, Susan Camacho worked in the Commission Department at JWGenesis Financial Services, Inc., a publicly traded investment banking and securities brokerage firm. JWGenesis Financial Services, Inc. was acquired by First Union Securities Financial Network, Inc. on January 1, 2001, and Mrs. Camacho continued with First Union Financial Network, Inc. through October 2002. In 2002, Susan joined Summit Financial Services, Inc. as the Director of Commissions.

From 1992 to 2001, Susan Camacho worked in the Commission Department at JWGenesis Financial Services, Inc., a publicly traded investment banking and securities brokerage firm. JWGenesis Financial Services, Inc. was acquired by First Union Securities Financial Network, Inc. on January 1, 2001, and Mrs. Camacho continued with First Union Financial Network, Inc. through October 2002. In 2002, Susan joined Summit Financial Services, Inc. as the Director of Commissions.