Joseph D. Summa, CFA
“Our advice and recommendations have always been about the success of our clients. We have never sold products based on the size of commission or fees.”
As a Managing Director at Ascent Wealth Partners, I bring over ten years of financial advisory and business consulting experience to the team. Currently, I manage relationships with individual clients, closely held corporations and non-profit organizations. My approach starts with developing long-term relationships that eventually leads to comprehensive investment, estate and business planning.
Prior to Ascent, I started to develop financial advisory and planning expertise working alongside Bradley Kowalczyk at a regional RIA. Immediately preceding my transition to financial services, I gained valuable business consulting experience in the commercial real estate industry.
My education experience includes graduating Magna Cum Laude from Syracuse University with a B.S. in Finance, and I am a Chartered Financial Analyst Charterholder.
My wife, Erin, and I live in our hometown of Rome, NY with our two children. Erin teaches second grade in the Rome City School District. We are continuously involved in, and support, numerous non-profit and youth sports organizations.