Joseph Summa

Joseph D. Summa, CFA, is a Partner at Ascent Wealth Partners, LLC based in New York, where he provides financial advisory and business consulting services to high-net-worth individuals, families, and institutions. His responsibilities include portfolio construction, asset allocation strategy, and holistic financial planning, with a focus on delivering tailored investment solutions that meet clients’ evolving needs.

Summa specializes in managing diversified portfolios spanning equities, fixed income, and alternative investments, and offers expertise in sectors such as technology, healthcare, and industrials. He brings considerable experience in comprehensive wealth management strategies, including retirement planning, risk management, and tax-efficient investing for both private clients and small to mid-sized businesses.

Prior to joining Ascent Wealth Partners, Summa worked as a Financial Planning Associate at Strategic Financial Services. He holds a Bachelor of Science in Finance from Syracuse University's Martin J. Whitman School of Management and is recognized for his deep expertise as a Chartered Financial Analyst (CFA), reflecting his commitment to industry best practices and high professional standards.