Summit Wealth Adds Advisor Relations and Investment Executives

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Summit Wealth Group, a Colorado Springs-based registered investment advisor launched in May after leaving Commonwealth Financial Network, has hired a new head of advisor success and chief investment officer as it continues to expand its leadership team. Summit Wealth hired Seamus O’Brien from custodian SEI to lead what it calls advisor success across the $2.5 billion, fee-only RIA. His role wil ...