Our Team

Liz Miller, CFA, CIC & CFP™

President

lizAfter more than 20 years’ experience on Wall Street, Liz Miller founded Summit Place Financial Advisors, LLC to offer personalized asset management and financial consulting and coordination to elite families and individuals.

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

Liz received a B.S in economics from The Wharton School at the University of Pennsylvania and an M.A. from Columbia University. She holds the Chartered Financial Analyst designation from the CFA Institute, the Chartered Investment Counselor designation from the Investment Advisor Association, and the Certified Financial Planner™ designation.

Liz serves on the editorial advisory board for Trusts and Estates Magazine. She is a past member of the Board of Trustees for the New York Society of Security Analysts and has served as a judge for the prestigious Investment Research Challenge. Previously, Liz served on the Private Wealth Advisory Committee for the CFA Institute where she and others provided global leadership in identifying the industry’s priorities and setting an educational agenda for private wealth professional excellence. She also serves on the Board of Directors of the Essex Skating Club of NJ, the External Advisory Board of NJIT and the Alumni Board of the Sphinx Society of the University of Pennsylvania. Each summer, she joins the faculty of the Chautauqua Institute’s Special Studies Program.

This year, Liz was awarded the Five Star Wealth Manager award for highest in service and overall satisfaction.


Elaine Lee, CFP™

Wealth Management Advisor

Elaine is the newest advisor at Summit Place. After three years with a nearby financial services firm, Elaine was drawn to our unique approach to wealth management, offering our clients comprehensive financial expertise along with concierge service. Financial services is a second career challenge for Elaine in which she was drawn to the opportunity to bring her analytical background to helping individuals and families. Previously Elaine had a successful corporate career in the apparel industry providing executive leadership and creating and implementing strategic growth plans for brands such as Disney, Warner Brothers and Polo Ralph Lauren. In between, she took some time to raise her young children. Elaine received a B.S. in Business Administration and Marketing from New York University Stern School of Business.   She has passed the exam for the  Certified Financial Planner™  designation and is a member of the Financial Planning Association. Elaine lives with her two daughters and husband in Madison, NJ. She was raised in New York City and still regularly enjoys the culture and culinary diversity the city has to offer.


Robyn Ulrich

Portfolio Administrator

2013-05 Headshot Robyn Low-ResA graduate of Montana State University, Robyn helped launch Summit Place in 2008. As our Portfolio Administrator Robyn manages all operations related to trading, account administration, and services with our custodian. To further her support of our clients, she is currently pursuing her Certified Financial Planner™  designationPrior to joining Summit Place, Robyn worked as a realtor for MEB Property Management, one of the largest property management companies in Arizona. She was responsible for finding rental homes for families moving to attend the area’s many universities and colleges.

Robyn was born and raised in Montana where she learned an appreciation for the outdoors at an early age. After completing her bachelors degree at Montana State University, she traveled to NJ, excited to be a part of the hustle and bustle of the East Coast.   In her free time, Robyn is a talented freelance photographer.

 



 
wpo_logo newlogocropped

Share

Latest Posts

Contact

Summit Place Financial Advisors, LLC

18 Bank Street, Suite 200
Summit, NJ 07901

Ph. 908.517.5880

Follow