SUMMIT ASSET MANAGEMENT - Key Persons
I graduated from Gettysburg College in 1984 with a Bachelor of Arts in Business Administration. After spending several years in the banking industry, I began my career in 1991 as an Associate at Madison Financial Group. In 2009 I earned the certification of CRC (Certified Retirement Counselor), specializing in income and retirement planning for senior citizens.
Job Titles:
- Office / Operations Manager
I am a FINRA Series 6 LPL-registered assistant in charge of client service and office operations.
Additionally, I have my Associate in Applied Science from the Berkeley School and was an executive assistant at Ernst & Whinney, Adidas, and KPMG Peat Marwick before joining Kirsch Pallitto & Abbate and subsequently Summit Asset Management, Inc.
Ryan grew up in Morris Plains, NJ, and later attended James Madison University in Harrisonburg, VA. He graduated with his Bachelor's Degree in Finance in 2020 and joined our marketing team in 2021. The following year, Ryan acquired his Series 66 and Series 7 registrations held through LPL Financial, and his Life and Health insurance licenses. Being fully licensed, he has continued to support our advisors and clients while managing our marketing strategy. He is also the unofficial tech support for the office.
Outside of work, Ryan can be found practicing his swing at a local driving range, enjoying long hikes, and jogging along the Hudson River. Ryan now lives with friends in Hoboken, NJ, and often spends weekends in the city.