About Us

It's Your Turn to Be the Client

Our philosophy is simple—servicing your clients is the most important thing to you, and servicing you, as our client, is the most important thing to us.

Founded on a Commitment to You

What sets Summit apart is service, and our commitment to maintain a culture among our employees to provide the highest standard in personalized boutique service to our financial advisors and their clients. Whether you are dually-registered or an IAR, we have a solution to meet your needs. Hear from President and CEO Marshall T. Leeds about how Summit was built on a commitment to you.

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Our Core Values

Integrity

We make decisions honestly and fairly, with our partners and their clients' best interests in mind.

Teamwork

We unite the Summit family and achieve success through openness, honesty, support and trust.

Innovation

We embrace change and adapt with ingenuity, flexibility and resourcefulness.

Senior Management

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Marshall Leeds
President and CEO
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Vincent A. Chiera
Executive Vice President and Chief Administrative Officer
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Rob Crowe
Executive Vice President and Chief Marketing Officer
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Fred G. Fram
Executive Vice President, Compliance and Operations
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Bernard Golembe
Executive Vice President, Brokerage Operations
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Steven C. Jacobs
Executive Vice President, Chief Financial Officer
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Thomas Terpko
Executive Vice President, Technology
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Dennis Kaminski
Senior Vice President
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Susan Camacho
Director of Commissions
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Janis (J.J.) Scotti
Director of Trading


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Hear What Our Advisors Have to Say

"Summit offers a unique culture and is truly a firm that values you and your family. They continue to bring new products, services and ideas to help us continue to raise the bar in providing value to our clients. I look forward to being part of the Summit family for years to come!"

Lindsay Chrystan Michigan