Elizabeth K Miller, CFP®, CFA®
After more than 20 years working on Wall Street, Liz founded Summit Place Financial Advisors, in Summit, New Jersey. Liz started out on Wall Street as a merger and acquisition analyst and later went on to become a mutual fund portfolio manager before leading the equity investment committee of a boutique investment firm.
She received a bachelor’s degree in economics from the Wharton School at the University of Pennsylvania and a master’s degree from Columbia University. Liz has been a CFP® professional since 2008.