NAPFA Fall 2023 National Conference Speaker

Liz Miller, CFP® CFA®, is the 2024 chair-elect of the Board of Directors of CFP Board. She is the founder and President of Summit Place Financial Advisors, LLC, an independent SEC registered advisor, offering personalized investment management and financial consulting to elite families and individuals. Previously, Liz was a principal owner of the investment manager, Trevor Stewart Burton & Jacobsen Inc. in NYC. In addition to managing portfolios and client relationships, she led the firm’s equity research activities and stock selection of the investment committee. Liz started her career as a mergers & acquisitions analyst for The First Boston Corporation. She went on to become a portfolio manager for Oppenheimer Mutual Funds. In 2008, she founded Summit Place Financial Advisors, LLC to focus on the complex financial needs of today’s multi-generational families. Liz has been a leader in the development of wealth management. She led the first Private Wealth Management committee at the CFA Society of NY where she was honored with a Volunteer of the Year award and later served on the Board of Directors. Liz also served on the Wealth Management task force for CFA Institute, contributing to the initial curriculum on wealth management for CFA candidates. Liz received her bachelor’s degree in economics from The Wharton School at the University of Pennsylvania and a master’s degree from Columbia University.