Liz Miller, CFA & CFPTM

Biography and References

After more than 20 years of experience on Wall Street, Liz Miller founded Summit Place Financial Advisors, LLC to offer personalized financial consulting and coordination to elite families and individuals. The firm was named one of the Top 100 Wealth Management firms for 2012.

Liz started her career as a mergers & acquisition analyst and proprietary trading analyst for The First Boston Corporation. She went on to become a portfolio manager for Oppenheimer Mutual Funds and spent 15 years managing portfolios for institutions and individuals with Trevor Stewart Burton & Jacobsen Inc. in New York.

Education and Designations:
* B.S in Economics from The Wharton School at the University of Pennsylvania
* M.A. from Columbia University
* Chartered Financial Analyst (CFA) designation from the CFA Institute
* Certified Financial Planner (CFPTM) designation from the CFP Board

Recent Recognition:
Woman Business Owner of the Year Finalist by Women’s Center for Entrepreneurship, 2013
100 Top Wealth Management firms by Investment Advisor Magazine/AdvisorOne, 2012
100 Top Women Entrepreneurs by Own It Ventures and NJ Monthly Magazine, 2011-2012
Best 50 Women in Business by NJBiz Magazine, 2010

Recent Speaking Engagements:
Chautauqua Institute, Special Studies Program, 2002-2013
Finding Your Trusted Financial Advisor, 2002-2003
The Internet As The Ultimate Investment Tool, 2002-2007
Where To Invest Today, 2004-2013
Introduction To Money And Investing, 2008
Women And Investing, 2009
Money And Teens, 2009
Gifting To Your Children, 2009-2013
Be A Millionaire, 2010-2012
NMBC MWBE Executive Management Program, 2013
CFA Institute, The Importance of Money Values, Webinar, 2012
Bonita Bay Club, Market and Investment Outlook, 2012-2013
Women’s Presidents Organization, Speaker, 2010, 2012

Board Involvement:
Editorial Board of Advisors, Trusts and Estates Magazine, 2007-2013
NJ Institute of Technology, Interdisciplinary Design Studio, 2012-2013
New York Society of Security Analysts (NYSSA), 2008-2012
Essex Skating Club of New Jersey, Treasurer, 2009-2013
Buck Hill Skytop Music Festival, Treasurer, 2010-2013

Publications:
Clutter-Free Wealth, a Goal Oriented Guide to Gaining Control of Your Affluence, 2012
Trust and Estates Magazine
Identifying Money Values, 2012
Asset Allocation Today, 2012
Reassessing Risk, 2011
Funding Private Ventures, 2008
Minimizing Longevity Risk, 2007
Bottom Line Personal
Do it Yourself Retirement Planning, 2009