SUMMIT FINANCIAL STRATEGIES INC of COLUMBUS, OH is an SEC-registered investment adviser (CRD 110112). Regulatory assets under management: $2.3B.
Compensation: % of AUM, Other.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Samantha Alise Lyman Macchia | PRESIDENT/CHIEF EXECUTIVE OFFICER | — |
| Brian Todd Sutliff | VICE PRESIDENT/CHIEF MARKETING OFFICER | — |
| Liam John Hurley | SHAREHOLDER; VICE PRESIDENT | — |
| Timothy William Swain | CHIEF OPERATIONS OFFICER | — |
| Wendy S Trout | VICE PRESIDENT | — |
| Michael Robert Scherer | VICE PRESIDENT/TREASURER/CHIEF FINANCIAL OFFICER | — |
| Steven Adam Cavalieri | CHIEF INVESTMENT OFFICER | — |
| Luke Jared Salcone | CHIEF COMPLIANCE OFFICER | — |
| MACCHIA SAMANTHA ALISE LYMAN | PRESIDENT/CHIEF EXECUTIVE OFFICER; VICE PRESIDENT/SECRETARY; VICE PRESIDENT/SECRETARY/CHIEF COMPLIANCE OFFICER (+1 more) | — |
| SANEHOLTZ TED KEVIN | PRESIDENT/TREASURER; PRESIDENT/TREASURER/CHIEF COMPLIANCE OFFICER; PRESIDENT/TREASURER/CHIEF FINANCIAL OFFICER (+2 more) | — |
| DAVISON THOMAS CORNELL BARRINGER | VICE PRESIDENT; VICE PRESIDENT/CHIEF TECHNOLOGY OFFICER/DIRECTOR OF RESEARCH AND SPECIAL PROJECTS | — |
| SUTLIFF BRIAN TODD | VICE PRESIDENT; VICE PRESIDENT/CHIEF MARKETING OFFICER; VICE PRESIDENT/DIRECTOR OF MARKETING | — |
| HURLEY LIAM JOHN | VICE PRESIDENT; VICE PRESIDENT/CHIEF INVESTMENT OFFICER | — |
| MACCHIA SAMANTHA AL | SECRETARY; VICE PRESIDENT/SECRETARY | — |
| DAVISON THOMAS CB | VICE PRESIDENT | — |
| SWAIN TIMOTHY WILLIAM | CHIEF OPERATIONS OFFICER; VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| TROUT WENDY S | VICE PRESIDENT | — |
| SCHERER MICHAEL ROBERT | VICE PRESIDENT; VICE PRESIDENT/TREASURER/CHIEF FINANCIAL OFFICER | — |
| Cavalieri Steven Adam | CHIEF INVESTMENT OFFICER | — |
| Salcone Luke Jared | CHIEF COMPLIANCE OFFICER | — |