Summit Financial
Tara Pizzutillo is the Director of Investment Operations at Summit Financial LLC. Tara is responsible for leading the strategic development and operational oversight of the Investment Operations teams and functions. She provides guidance and structure to ensure consistent, superior execution while maintaining an environment of continuous optimization of team performance, systems, and processes.
Tara was seasoned in a variety of Investment Operations roles with over 25 years in Finance and Banking. She has been awarded with recognition for excellence from Summit’s predecessor, Summit Equities. She has a B.S. in Business Administration with a focus in Management from Centenary College. She holds her FINRA Series 7, 24, 55, and 63 licenses.
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Summit Financial
Summit Financial, LLC, delivers comprehensive fee-based financial planning services to high net worth individuals such as successful business owners, Wall Street executives, members of the entertainment industry, sports figures and high net worth individuals from all industries.