SUMMIT INVESTMENT MANAGEMENT, LTD. of GREENFIELD, WI is an SEC-registered investment adviser (CRD 110188). Regulatory assets under management: $87.0M. This firm reports disciplinary history on Form ADV.
Compensation: % of AUM.
Clients served: High net worth.
| Name | Role | Location |
|---|---|---|
| SWENTKOFSKE MARVIN ROBERT | CHAIRMAN; PRESIDENT; SENIOR VICE PRESIDENT | — |
| CZECH THOMAS JAMES | CHAIRMAN, PRESIDENT AND CHIEF COMPLIANCE OFFICER; EXECUTIVE V.P. AND CHIEF OF OPERATIONS; PRESIDENT (+1 more) | — |
| SWENTKOFSKE ELEANOR MAE | SECRETARY | — |
| HICKEY JOSEPH FRANCIS | VICE PRESIDENT, NEW PRODUCT DEVELOPMENT | — |
| STRACKA TIMOTHY TERRILL | VICE PRESIDENT, MARKETING | — |
| BECK JAMES MICHAEL | VICE PRESIDENT, MARKETING | — |
| FINK ARTHUR HENRY | NON AFFILIATED | — |
| DUNN MARGOT RITA | NON AFFILIATED | — |
| KATARINCIC MICHAEL J | NON AFFILIATED | — |
| CZECH CATHERINE ANN | SECRETARY; SHAREHOLDER | — |
| DUNN JOHN RAYMOND | SHAREHOLDER | — |