Archive for the Recognition Category

This past month, SmartCEO recognized Liz as a finalist for its Money Manager of the year Award.  Recognizing bankers, wealth managers and advisors, SmartCEO’s Money Manager Awards program honors those that have dedicated their time and efforts to their clients’ financial well-being. Liz was honored as a finalist for the New York region because of the unbiased and unique financial expertise the firm provides individuals and families. The award recognizes the best in each region of those who have selflessly helped their clients navigate and manage the complex financial landscape of their lives and businesses. Finalists are chosen each October by a panel of independent local business leaders and are chosen by the 8 different regions they operate in. Although we are national company, Summit Place Financial Advisors was nominated in its home base New York City region.

SmartCEO recognizes that bankers and wealth managers have experienced an uphill battle in recent years thanks to 2008’s economic collapse which is why it is important to honor their uncompromising commitment. Individuals rely on the financial expertise of those credited to help them achieve their financial goals. SmartCEO recognizes that the best of these financial advisors are dedicated to their clients’ needs and take care of the numbers so that they can take care of their other priorities. This is why we are so honored to be a SmartCEO Money Manager Award Finalist.

(Award process note: Companies and individuals represented on the list were evaluated by an independent committee and selected based on their commitment to their business and individual clients. Area bankers and wealth managers were invited to apply online in 2015.)- http://smartceo.com/new-york-money-manager/

Although Summit Place Financial is a national company with clients and relationships all over the United States, we are honored to have been recognized recently for excellence in our own local community. The Summit Award Program “identifies companies that have achieved exceptional success in their local community and business category. The companies exemplify the best of small business; often leading through customer service and community involvement.”

Each year in and around the Summit area, the Summit Award Program identifies companies that have shown the ability to use their best practices and implemented programs to generate competitive advantages and long-term value. At Summit Place Financial, we have gained national attention for our unique goal-oriented approach to helping clients, and we are thrilled to be recognized on a local level as well as we to continue to play a role in making Summit, NJ a thriving desirable town.