Joseph Summa's Location
Rome, NY, US
Joseph Summa's Work
- Managing Director @ Ascent Wealth Partners, LLC
- Financial Planning Associate @ Strategic Financial Services, Inc.
Joseph Summa's Education
- Syracuse University - Martin J. Whitman School of Management
Bachelor of Science (BS) (Finance)
1998 - 2002
Joseph Summa's Skills
- Investments
- Financial Planning
- Asset Allocation
- Valuation
- Investment Management
- Estate Planning
- Alternative Investments
- Financial Analysis
- Asset Management
- Equity Trading
Joseph Summa's Summary
Joseph Summa, based in Rome, NY, US, is currently a Managing Director at Ascent Wealth Partners, LLC, bringing experience from previous roles at Strategic Financial Services. Joseph Summa holds a 1998 - 2002 Bachelor of Science (BS) in Finance @ Syracuse University - Martin J. Whitman School of Management. With a robust skill set that includes Investments, Financial Planning, Asset Allocation, Valuation, Investment Management and more, Joseph Summa contributes valuable insights to the industry. Joseph Summa has 3 emails and 1 mobile phone number on RocketReach.
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