In response to the ongoing written disclosure requirement placed upon registered investment advisers, we have published our March 2021 […]
Client Webinar Registration OPEN
We are excited to offer our first virtual client webinar on Monday, October 12, 2020 at 4 PM! Please join us and Apollo Lepesco, PhD who will provide insights on the upcoming elections, fiscal response to the pandemic, and keeping a long-term investment philosophy during unprecedented global events.
Apollo Lupescu is a Vice President at Dimensional Fund Advisors, where he started in 2004 after finishing his PhD in economics and finance at the University of California, Santa Barbara. During his tenure at the firm, Apollo has gained experience in a wide variety of practical subject matters. He is currently Dimensional’s “secretary of explaining stuff.” In this role, he frequently presents around the country and the world at financial advisor professional conferences and individual investor events.
Prior to joining Dimensional, Apollo had his own consulting firm, which provided services to the US Department of State and the White House on a variety of projects. His interests in finance and investments led him to teaching engagements at the University of California, Santa Barbara. In addition to his PhD from UCSB, Apollo has a BA from Michigan State University, where he competed in and coached water polo.
Registration in advance is required here. We hope you will join us!
Summit Baby Boom Continues!
We are thrilled to announce another new member of the Summit family. Financial Advisor Ben Murray and his wife Kathleen welcomed their third child on September 19th. Ethan Thomas (weighing in at 7 lbs. 15 oz.) made his debut while a Columbus Crew game was on the hospital TV, which is very fitting for this soccer-oriented family. Big siblings Noah (age 4) and Quinn (age 2) are loving their little brother!
Return to Office Plan We are excited to welcome back our staff and clients to our office effective July […]