Milwaukee Financial Advisors Have Decades of Experience Managing Investment Portfolios
Summit Investment Management, Ltd. was founded in Milwaukee, Wisconsin in 1987 by Marvin Swentkofske, CFA. Marv’s experience included serving as Chief Investment Officer of the First Wisconsin Trust. Prior to First Wisconsin Trust, Marv held a number of positions including Chief Investment Officer at Seagate Capital Management, Partner at Loomis Sayles & Company, and Senior Vice President and Director of Research at Loewi & Company.
The year 2012 saw the addition of personnel and capabilities. Joining the firm in that year were Thomas Carroll, CFA, and Ronald Chandler.
With the personnel added in 2012, Summit has strengthened and deepened its base of human capital to equip it to successfully meet the future.
Learn more about our portfolio management team by reading their bios below, or contact us to schedule a free consultation with a financial advisor.
Kendra L. DeBaets
Kendra has been employed by Summit Investment Management, Ltd since May 2001, and has many years experience working in the Investment management business. She handles all of the daily operations and administrative needs of the office. She also works with our clients on a variety of issues from account set up to funds distributions and […]
Thomas J. Czech, CFA
Tom serves as Chairman of Summit. He came to Summit from Blunt, Ellis and Loewi/Kemper Securities in 1991, where he was employed as the regional brokerage firm’s First Vice President and Investment Strategist. Tom brought Summit his concept of disciplined fundamental investing that forms the basis for many of the company’s equity strategies. Under Tom’s […]
Ronald E. Chandler
Ron has many years of option trading and strategy development experience. Before joining Summit in 2012, Ron had worked as an option instructor for Optionetics Inc., as well as Managing Partner for Chandler-Wiles Group, LLC, a management consulting firm and Big Dog, LLC. a private investment firm. Ron is Summit’s President. Ron has executive experience […]
Thomas Carroll, CFA
Tom joined Summit as Vice President in 2012. His responsibilities include portfolio management, investment research, and compliance, among others. Prior to joining Summit, Tom spent twenty-six years with Northwestern Mutual and its investment management subsidiary Mason Street Advisors (MSA). At Mason Street, Tom headed the company’s six member foreign equity investment team as Managing Director. […]