Congratulations to Gene Kim, Portfolio Manager and Private Wealth Manager with the Summit Private Wealth group, on being awarded Wealth Professional’s 5-Star Advisors 2023 for the third year running.

Gene’s focus on serving the specific needs of high-net-worth clients, and dedication to making Summit a premier destination for independent wealth management continues to be acknowledged with the industry’s top accolades.

Please find the full report on WP, and Gene’s profile.

SUMMIT NEWS — Congratulations to Gene on being admitted to the Forbes Finance Council as a subject matter expert!

Forbes Finance Council is an invitation-only organization for executives in successful accounting, financial planning and wealth management firms. Successful leaders from world-class financial companies, each bringing a wealth of experience to the table.

To continue reading the profile, click here.

Summit Private Wealth was recently featured in Wealth Professional Magazine – Please see Gene Kim’s profile in this issue – you can access it here.