Liz Miller, CFP®, CFA in

Liz Miller, CFP®, CFA

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Founder and President at Summit Place Financial Advisors
📍 Summit, New Jersey, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

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Experience
37 Years
Current Role
Founder and President
Job Level
Leadership
Location
Summit, New Jersey, United States
Personality Overview

How Liz shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Liz cares about

Strategic Priorities
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Career

Work history

2008
Founder and President
Summit Place Financial Advisors
1994 - 2008
Managing Director
Trevor Stewart Burton & Jacobsen Inc.
1992 - 1994
Associate Portfolio Manager
OppenheimerFunds
1989 - 1990
Security Analyst in Proprietary Trading
First Boston
1987 - 1989
M&A Analyst
First Boston
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1983 - 1987
BS
The Wharton School
1990 - 1993
MA
Columbia University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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