Profile
Mr. Charles H.
Spitzer, CPA, is Chief Financial Officer at SummitAlliance Capital Management LLC.
Prior to joining Summit Alliance organization in 2004, Mr. Spitzer began his career 1977 with the international CPA firm of Peat Marwick, now KPMG.
His practice was centered in financial institution work.
In 1983 he started a CPA and business advisory firm based in the DFW area that became a specialist in financial service organizations.
In addition to his duties with the Summit Alliance companies, he is also active in civic and church activities and serves as a member of the board of directors of the AAU Global Foundation.
He was born in Waco, Texas.
Mr. Spitzer graduated with a BBA in Accounting from the University of Texas at Arlington in 1977.
He is a licensed CPA in Texas and is a member of the American Institute of Certified Public Accountants and the Texas Society of Certified Public Accountants.
Former positions of Charles H. Spitzer
| Companies | Position | End |
|---|---|---|
KPMG, Inc.
 KPMG, Inc. Miscellaneous Commercial ServicesCommercial Services Part of KPMG International Cooperative, KPMG, Inc. provides audit and accounting services. The company is based in Vancouver, Canada. The CEO of the Canadian company is Walter R. Pela. | Corporate Officer/Principal | - |
SAS Capital Management LLC
 SAS Capital Management LLC Investment ManagersFinance Founded in 2001, SAS Capital Management LLC is an SEC- registered investment advisor located in Dallas, Texas. The firm does business as Summit Advisor Solutions. SAS is a wholly-owned subsidiary of SAS Capital Partners LLC. They have an affiliated sister company, Argentus Advisors LLC, which is also an SEC registered investment advisor. Argentus provides investment management services to the public through registered investment adviser representatives (IARs). SCA Holdings LLC owns a majority interest in SAS Capital Partners LLC, hence a majority interest in SAS. SCA Holdings also owns Strategic Capital Alternatives LLC, an SEC registered investment advisor. SAS generally provides investment advisory services to RIA firms and individuals, including high net-worth individuals. To a lesser extent, they may provide services to pension and profit sharing plans (other than plan participants), charitable organizations, and corporations or business entities. SAS provides an advisory services platform which is utilized by RIA firms. SAS has also entered into solicitation arrangements with other RIA firms, where the RIA firm introduces prospective clients to SAS and provides for suitability analysis. | Director of Finance/CFO | - |
Training of Charles H. Spitzer
| The University of Texas at Austin | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
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Linked companies
| Private companies | 2 |
|---|---|
SAS Capital Management LLC
SAS Capital Management LLC Investment ManagersFinance Founded in 2001, SAS Capital Management LLC is an SEC- registered investment advisor located in Dallas, Texas. The firm does business as Summit Advisor Solutions. SAS is a wholly-owned subsidiary of SAS Capital Partners LLC. They have an affiliated sister company, Argentus Advisors LLC, which is also an SEC registered investment advisor. Argentus provides investment management services to the public through registered investment adviser representatives (IARs). SCA Holdings LLC owns a majority interest in SAS Capital Partners LLC, hence a majority interest in SAS. SCA Holdings also owns Strategic Capital Alternatives LLC, an SEC registered investment advisor. SAS generally provides investment advisory services to RIA firms and individuals, including high net-worth individuals. To a lesser extent, they may provide services to pension and profit sharing plans (other than plan participants), charitable organizations, and corporations or business entities. SAS provides an advisory services platform which is utilized by RIA firms. SAS has also entered into solicitation arrangements with other RIA firms, where the RIA firm introduces prospective clients to SAS and provides for suitability analysis. | Finance |
KPMG, Inc.
KPMG, Inc. Miscellaneous Commercial ServicesCommercial Services Part of KPMG International Cooperative, KPMG, Inc. provides audit and accounting services. The company is based in Vancouver, Canada. The CEO of the Canadian company is Walter R. Pela. | Commercial Services |
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