About Ted K. Saneholtz of SUMMIT FINANCIAL

Ted K. Saneholtz is President/Treasurer/Chief Financial Officer at Summit Financial Strategies Inc. and has been affiliated with Summit Financial Strategies Inc. since September-1998.

Summit Financial Strategies Inc. is an investment advisor that manages 900.2 MM dollars in regulatory AUM and has 24 employees, of which 18 perform investment advisory functions. The managers's latest filing has disclosed 143MM in positions, which represents 16% of the manager's regulatory AUM.

For more on Summit Financial Strategies Inc. including top positions, information on the investment process, service provider information, other key employees, real time performance, 13-F holdings and more visit the Fund Profile

SUMMIT FINANCIAL StockAlpha

+0.6%
Top 25%
StockAlpha 3 yr performance attributed to stock picking: +0.6%/yr

Co-workers of Ted K. Saneholtz at SUMMIT FINANCIAL

Name Title In Position Since
Samantha A. Macchia Vice President/Secretary/Chief Compliance Officer/Chief Operating Officer/Director Of Wealth Management January-2002
Brian T. Sutliff Vice President/Director Of Marketing January-2005
Liam J. Hurley Vice President/Chief Investment Officer January-2005

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Ted K. Saneholtz Office Address

7965 NORTH HIGH STREET
SUITE 350
COLUMBUS, Ohio
UNITED STATES, 43235-8446

Ted K. Saneholtz Contact Information

Phone Number: 614-885-1115
Fax Number: 614-885-1495
Website:

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