Summit Capital Group, LLC

Industry: Company

Description

Founded: 1983 Parent organization: Focus Financial Partners Subsidiary: Merriman Wealth Management

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Summit Capital Group, LLC Employees

Employee
Years
Job
Industry
Paul Parietti Paul Parietti Greater Seattle Area Details
Paul Parietti's Summit Capital Group, LLC Experience June 2001 - August 2009
Job Chief Compliance Officer at Columbia Pacific Advisors, LLC
Industry Investment Management
Experience
Columbia Pacific Advisors, LLC   September 2009 - Present
Summit Capital Group, LLC   June 2001 - August 2009

Education
Seattle University   1981 — 1983
BABA, Accounting

John Rudolf John Rudolf Greater Seattle Area Details
John Rudolf's Summit Capital Group, LLC Experience April 1996 - July 2012
Job Founder, President and Portfolio Manager
Industry Financial Services
Experience
Glacier Peak Capital   July 2012 - Present
Detrex Corporation  2012 - Present
Summit Capital Group, LLC   April 1996 - July 2012
Oppenheimer & Co. Inc.   January 1989 - June 1996

Skills
Strategic Planning, Leadership, Investments, Management, Public Speaking, Financial Analysis, Asset Management, Mergers & Acquisitions, Alternative Investments, Valuation, Finance, Fundraising, Equities, Nonprofits, Team Building, Hedge Funds, Entrepreneurship

Education
Columbia University Graduate School

University of Notre Dame

Andrew Bloom, CFA Andrew Bloom, CFA Seattle, Washington Details
Andrew Bloom, CFA's Summit Capital Group, LLC Experience June 2008 - Present
Job Investment Strategy Director
Industry Investment Management
Experience
Summit Capital Group, LLC   June 2008 - Present
Weyerhaeuser  July 2005 - June 2008

Skills
Financial Analysis, Financial Modeling, Accounting, Investments, Analysis, Equity Research, Finance, Business Development, Portfolio Management, Asset Allocation, Risk Management

Education
Seattle University   2001 — 2005

Matt Rudolf Matt Rudolf Greater Seattle Area Details
Matt Rudolf's Summit Capital Group, LLC Experience 1997 - Present
Job Partner, Portfolio Manager
Industry Investment Management
Experience
Summit Capital Group, LLC   1997 - Present
US Bank of Washington   1994 - 1997
West One Bank, Washington   1992 - 1994
Seattle First National Bank  1992 - 1992
Security Pacific Bank  1988 - 1992
Rainier Bank  1984 - 1988
Occidental Petroleum  1979 - 1984

Skills
Wealth Management, Commercial Banking, Project Finance, Loans, Investments

Education
Seattle University   1984 — 1988
MBA

University of Washington   1974 — 1978
Bachelor of Science (BS), Industrial Engineering

Thomas Bender Thomas Bender Orange County, California Area Details
Thomas Bender's Summit Capital Group, LLC Experience May 2010 - December 2010
Job Realtor at Surterre Properties
Industry Real Estate
Experience
Surterre Properties  September 2014 - Present
New Horizon Real Estate   March 2013 - September 2014
Database Marketing Group  July 2011 - March 2013
Ingram Micro  January 2011 - June 2011
Summit Capital Group, LLC   May 2010 - December 2010

Skills
Microsoft Office, PowerPoint, Marketing, Customer Service, Microsoft Excel, Advertising, Sales, Facebook, Social Media, Social Media Marketing, Email Marketing, Online Advertising, Marketing Communications, Marketing Strategy, Market Research

Education
Gonzaga University   2006 — 2010
Bachelor's, Accounting & Finance

Gonzaga University - School of Business Administration   2006 — 2010
Bachelors, Accounting & Finance

Ashleigh Thompson Ashleigh Thompson Woodinville, Washington Details
Ashleigh Thompson's Summit Capital Group, LLC Experience June 2011 - May 2015
Job Wine Club Manager
Industry Wine and Spirits
Experience
Basel Cellars Estate Winery   July 2015 - Present
Basel Cellars Estate Winery   May 2015 - Present
Summit Capital Group, LLC   June 2011 - May 2015
Summit Capital Group, LLC   January 2011 - November 2011
Nordstrom  May 2010 - August 2010
Dexterra  January 2007 - September 2007
Countryside Montessori School  July 2004 - December 2006

Skills
Business Development

Education
Gonzaga University   2007 — 2011
Bachelor of Business Administration (B.B.A.), Marketing

Kevin Glynn Kevin Glynn Spokane, Washington Details
Kevin Glynn's Summit Capital Group, LLC Experience October 2013 - Present
Job Portfolio Manager at Summit Capital Group, LLC
Industry Investment Management
Experience
Summit Capital Group, LLC   October 2013 - Present
The Investment Center  June 2009 - October 2013
Smith Barney  2007 - 2009
D.A. Davidson & Co.   1996 - 2007

Skills
Portfolio Management, Investments, Asset Management, Mutual Funds, Equities, Hedge Funds, Financial Analysis, Asset Allocation, Alternative Investments, Trading, Fixed Income, Securities

Education
Gonzaga University   1980 — 1984
Bachelor of Business Administration (BBA)

Andrew Pohl, CFA Andrew Pohl, CFA Greater Seattle Area Details
Andrew Pohl, CFA's Summit Capital Group, LLC Experience May 2011 - June 2015
Job Associate Research Analyst at Badgley Phelps Investment Managers
Industry Investment Management
Experience
Badgley Phelps Investment Managers   June 2015 - Present
Summit Capital Group, LLC   May 2011 - June 2015
JP Morgan  August 2010 - January 2011
Northwestern Mutual  May 2009 - May 2010

Education
Linfield College   2006 — 2010
BA, Finance, Music, Economics, European Studies

Charles Lashbaugh Charles Lashbaugh Greater Seattle Area Details
Charles Lashbaugh's Summit Capital Group, LLC Experience 2002 - 2002
Job Client Services Representative at hibu
Industry Marketing and Advertising
Experience
hibu  September 2012 - Present
FiberDyne Advanced Composites   June 2012 - September 2012
Paleo2Go LLC   April 2011 - June 2012
Morgan Stanley Smith Barney  July 2006 - February 2011
Raymond James  June 2004 - May 2005
Summit Capital Group, LLC   2002 - 2002

Skills
Options, Investments, Finance, Management, Financial Modeling, SEO, SEM

Education
Cornell University   2001 — 2004
BS, Industrial & Labor Relations

Washington State University   2000 — 2001

Eric Stutzman, CFP® Eric Stutzman, CFP® Spokane, Washington Area Details
Eric Stutzman, CFP®'s Summit Capital Group, LLC Experience February 2007 - July 2010
Job Wealth Advisor at Selkirk Wealth Advisors
Industry Financial Services
Experience
Selkirk Wealth Advisors, LLC   November 2014 - Present
Etesian Wealth Advisors, Inc   January 2013 - November 2014
Abridge Partners   October 2010 - October 2012
Summit Capital Group LLC  February 2007 - July 2010
Guy Carpenter  February 2003 - February 2007

Education
University of Puget Sound   1998 — 2002
BS

College for Financial Planning   2012 — 2014

Ben Freeburg Ben Freeburg Greater Seattle Area Details
Ben Freeburg's Summit Capital Group, LLC Experience June 2010 - Present
Job Investment Strategy Director
Industry Investment Management
Experience
Summit Capital Group, LLC   June 2010 - Present
BlackRock Alternative Advisors  2007 - March 2009
BlackRock  2007 - 2009
Quellos Group   April 2004 - September 2007
Safeco Mutual Funds  December 2002 - March 2004
American Red Cross  August 2001 - June 2002

Skills
Financial Analysis, Investments, Hedge Funds, Asset Management, Portfolio Management, Equities, Private Equity, Valuation, Excel, Due Diligence, Microsoft Excel, Equity Research, Derivatives, Strategic Planning, Venture Capital, Alternative Investments, Trading

Education
University of Notre Dame - Mendoza College of Business   2009 — 2010
MBA, Finance, Investments

Gonzaga University   1997 — 2001
Finance, Marketing

Gonzaga University - School of Business Administration   1997 — 2001
Bachelor of Business Administration, Finance, Marketing

Snohomish High School   1994 — 1997

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