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Mary Cavaleri
Assistant Vice President - New Business Specialist at Summit Advisor Solutions
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Work Experience
Assistant Vice President - New Business Specialist
May 2010 - Present · 14 years and 7 months
Company Details
Summit Advisor Solutions (SAS) is a Technology & Investment Platform that caters to RIA's. SAS offers a technology solution for advisors to customize asset management in their own branded, and organized configuration. In addition to offering a wide array of strategies and managers, SAS also provides access to thoroughly screened alternative asset management strategies in the Hedge Fund and Private Credit space. The combination of providing asset management content and allowing advisors to add their own strategies and content in one technology engine is an efficient, and current way for advisors to execute on their business. Advisory services offered through Summit Advisor Solutions, an SEC registered investment adviser.
Year Founded
2001
Social Media
Linkedin
Industry
Financial Services
HQ Location
14785 Preston Road Suite 1000 Dallas, TX 75254, US
Keywords
Unified Managed AccountsRep Directed Model ManagementInvestment ManagementTurn Key Asset Management PlatformBack Office Services
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