Brian Summe Email & Phone Number
Managing Partner @ Summe Capital, LLC
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Brian Summe Location
- Jupiter, FL, US
Brian Summe Work
- 2019 - now Managing Partner @
- 2023 - now Chief Revenue Officer @
- 2024 - now Chief Revenue Officer @
- 2026 - now Partner @ Repository Capital
- 1998 - 2019 Midwest Director of Distribution, Senior Consultant, Vice President @
- 1993 - 1997 Vice President and Morgan Stanley Asset Management @
- 1991 - 1993 Associate Vice President @
Brian Summe Education
- Florida State University - Jim Moran College of Entrepreneurship
- The Wharton School
(CIMA, Investment Management)
2018null - College for Financial Planning
- Florida State University - College of Business
- Louisiana State University
Brian Summe Skills
- Communication
- Investment Advisory Services
- Presentations
- Analytical Skills
- Presentation Skills
- Private Placements
- Mergers & Acquisitions (M&A)
- Chief Revenue Officer
- Business Development
- Sales Management
- Finance
- Private Equity
- Asset Managment
- Mutual Funds
- Bonds
- Wealth Management
- Securities
- Retirement Planning
- Insurance
- Retirement
- Separately Managed Accounts
- Asset Allocation
- Financial Advisory
- Alternative Investments
- Investment Strategies
- Investments
- Investment Management
- Hedge Funds
- Portfolio Management
- Wealth Management Services
- Capital Markets
- Municipal Bonds
- Asset Management
- Wealth
- Financial Services
- Financial Literacy Training
- Philanthropy
- Team Leadership
- Family Office
- Series 63
- Retail
- Institutional
- FINRA
- Series 7
Brian Summe Summary
- Brian Summe, based in Jupiter, FL, US, is currently a Managing Partner at Summe Capital. Brian Summe brings experience from previous roles at Vesticor Advisors, Blue Sky Advisory Services, Repository Capital and OppenheimerFunds. Brian Summe holds a Florida State University - Jim Moran College of Entrepreneurship. With a robust skill set that includes Communication, Investment Advisory Services, Presentations, Analytical Skills, Presentation Skills and more. Brian Summe has 3 emails and 3 mobile phone numbers on RocketReach.
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Brian Summe
Managing Partner
Jupiter, FL, US
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