Lesa Fitzpatrick

Database Manager & Trader


Team members available to assist are:
Katherine McCartan
Marcia Bond
Zoe Donohue
Nicole Hicks

Lesa has been a part of the Summit team since 1998. Lesa is responsible for maintaining Summit’s asset management software, acting as the firm’s custodial liaison, trade implementation, and working closely with all Summit staff to provide support services for clients.

Lesa resides in Westerville with her daughter, Briana and her Boston Terriers, Kinsey and Milo. She enjoys watching football, soccer, basketball and cheering on the Buckeyes. Anyone who knows Lesa knows she is an avid country music fan and enjoys going to concerts, especially to see Tim McGraw.

LinkedIn Profile

Summit Financial Strategies
7965 N. High St. #350, Columbus, OH 43235
t: (614) 885-1115  f: (614) 885-1495