Connor Round

Portfolio Analyst at Summit Place Financial Advisors - Summit, New Jersey, US

Connor Round's Contact Details
HQ
(908) 517-5880
Location
New York City Metropolitan Area
Company
Summit Place Financial Advisors
Connor Round's Company Details
Summit Place Financial Advisors logo, Summit Place Financial Advisors contact details

Summit Place Financial Advisors

Summit, New Jersey, US • 10 - 19 Employees
Financial Services

Summit Place Financial Advisors offers an individualized goal-oriented approach to managing wealth for a select group of clients. We work specifically with successful families and executives who seek coordinated help with all aspects of their wealth. Our clients seek to enjoy their success for years to come and also successfully plan for future generations and philanthropic priorities.

Financial Planning Wealth Management Investments Legacy Planning Tax Management Multi-Generational Services Philanthropy Financial Services Financial Advisory Services
Details about Summit Place Financial Advisors
Frequently Asked Questions about Connor Round
Connor Round currently works for Summit Place Financial Advisors.
Connor Round's role at Summit Place Financial Advisors is Portfolio Analyst.
Connor Round's email address is ***@summitplacefinancial.com. To view Connor Round's full email address, please signup to ConnectPlex.
Connor Round works in the Financial Services industry.
Connor Round's colleagues at Summit Place Financial Advisors are Assunta McLane, Liz Miller, Christine Crigler, Jonathan Liebl, Christopher CFA, Christopher Gula and others.
Connor Round's phone number is (908) 517-5880
See more information about Connor Round