Liz Miller
Chief Executive Officer at Summit Place Financial Advisors LLC
Profile
Elizabeth Katz Miller is currently the Chairman-Elect at Certified Financial Planner Board of Standards, Inc. and the President at Summit Place Financial Advisors LLC.
Previously, she worked as the Managing Director at Trevor Stewart Burton & Jacobsen, Inc. from 1994 to 2008.
She also held positions as a Director at The New York Society of Security Analysts, Inc., a Security Analyst at First Boston Corp., and a Portfolio Manager at OppenheimerFunds, Inc. Ms. Miller holds a graduate degree from The Trustees of Columbia University in The City of New York and an undergraduate degree from The Wharton School of the University of Pennsylvania.
Liz Miller active positions
| Companies | Position | Start |
|---|---|---|
Certified Financial Planner Board of Standards, Inc.
 Certified Financial Planner Board of Standards, Inc. Miscellaneous Commercial ServicesCommercial Services Certified Financial Planner Board of Standards, Inc. is a non-profit organization that grants the Certified Financial Planner? (CFP) certification. CFP professionals offers budgeting, tax management, and financial services. The company was founded in 1985 and is headquartered in Washington, DC. | Chairman | - |
Summit Place Financial Advisors LLC
 Summit Place Financial Advisors LLC Investment ManagersFinance Summit Place Financial Advisors LLC (SPFA) is an independent registered investment advisor and wealth management firm headquartered in Summit, New Jersey. SPFA provides discretionary investment advisory services on a fee-only basis for a select group of clients. | Chief Executive Officer | 2008-06-30 |
Former positions of Liz Miller
| Companies | Position | End |
|---|---|---|
Trevor Stewart Burton & Jacobsen, Inc.
 Trevor Stewart Burton & Jacobsen, Inc. Investment ManagersFinance Founded in 1974, Trevor Stewart Burton & Jacobsen, Inc. is a wealth management firm and registered investment advisor located in New York City. Since inception, the firm has managed endowments, foundations, pension and profit sharing plans, insurance, hospital and other corporate reserves and personal portfolios. | Investment Committee Member | 2008-09-29 |
OppenheimerFunds, Inc.
 OppenheimerFunds, Inc. Investment ManagersFinance OppenheimerFunds, Inc. provides investment advice. The company was founded in 1959 and is headquartered in New York, NY. | Portfolio Manager-Equities | 1993-12-30 |
The New York Society of Security Analysts, Inc.
 The New York Society of Security Analysts, Inc. Miscellaneous Commercial ServicesCommercial Services The New York Society of Security Analysts, Inc. operates as a financial services trade group and networking forum for wall street and provides Chartered Financial Analyst (CFA) exam. The company was founded in 1937 and is headquartered in New York, NY. | Director/Board Member | - |
| First Boston Corp. | Corporate Officer/Principal | - |
Training of Liz Miller
| The Wharton School of the University of Pennsylvania | Undergraduate Degree |
| The Trustees of Columbia University in The City of New York | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 6 |
|---|---|
Trevor Stewart Burton & Jacobsen, Inc.
Trevor Stewart Burton & Jacobsen, Inc. Investment ManagersFinance Founded in 1974, Trevor Stewart Burton & Jacobsen, Inc. is a wealth management firm and registered investment advisor located in New York City. Since inception, the firm has managed endowments, foundations, pension and profit sharing plans, insurance, hospital and other corporate reserves and personal portfolios. | Finance |
OppenheimerFunds, Inc.
OppenheimerFunds, Inc. Investment ManagersFinance OppenheimerFunds, Inc. provides investment advice. The company was founded in 1959 and is headquartered in New York, NY. | Finance |
| First Boston Corp. | Finance |
The New York Society of Security Analysts, Inc.
The New York Society of Security Analysts, Inc. Miscellaneous Commercial ServicesCommercial Services The New York Society of Security Analysts, Inc. operates as a financial services trade group and networking forum for wall street and provides Chartered Financial Analyst (CFA) exam. The company was founded in 1937 and is headquartered in New York, NY. | Commercial Services |
Certified Financial Planner Board of Standards, Inc.
Certified Financial Planner Board of Standards, Inc. Miscellaneous Commercial ServicesCommercial Services Certified Financial Planner Board of Standards, Inc. is a non-profit organization that grants the Certified Financial Planner? (CFP) certification. CFP professionals offers budgeting, tax management, and financial services. The company was founded in 1985 and is headquartered in Washington, DC. | Commercial Services |
Summit Place Financial Advisors LLC
Summit Place Financial Advisors LLC Investment ManagersFinance Summit Place Financial Advisors LLC (SPFA) is an independent registered investment advisor and wealth management firm headquartered in Summit, New Jersey. SPFA provides discretionary investment advisory services on a fee-only basis for a select group of clients. | Finance |
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