Joseph Summa Email & Phone Number
Partner @ Ascent Wealth Partners, LLC
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Joseph Summa Location
- Rome, NY, US
Joseph Summa Work
- 2011 -now Partner @
- 2009 -2011 Financial Planning Associate @ Strategic Financial Services
Joseph Summa Education
- Syracuse University - Martin J. Whitman School of Management
Bachelor of Science (BS) (Finance)
1998-2002
Joseph Summa Skills
- Financial Planning
- Estate Planning
- Investment Management
- Asset Allocation
- Equity Trading
- Options Strategies
- Fixed Income Strategies
- Qualified Retirement Plans
- Valuation
- Strategic Financial Planning
- Alternative Investments
- Investments
- Financial Analysis
- Asset Management
Joseph Summa Summary
- Joseph Summa, based in Rome, NY, US, is currently a Partner at Ascent Wealth Partners, LLC. Joseph Summa brings 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 Financial Planning, Estate Planning, Investment Management, Asset Allocation, Equity Trading and more. Joseph Summa has 2 emails and 2 mobile phone numbers on RocketReach.
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