Liz Miller

Chief Executive Officer at Summit Place Financial Advisors LLC

59 year

Finance

Consumer Services

Commercial Services

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	30/06/2008

All active positions of Liz Miller

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	29/09/2008
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	30/12/1993
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	-

See the detail of Liz Miller's experience

Training of Liz Miller

The Trustees of Columbia University in The City of New York	Graduate Degree
The Wharton School of the University of Pennsylvania	Undergraduate Degree

Experiences
Positions held

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Private companies

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Linked companies

Private companies	6
First Boston Corp.	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
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
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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