Tara Pizzutillo is the Director of Investment Operations at Summit Financial LLC. She is responsible for leading the strategic development and operational oversight of the Investment Operations teams and functions. Tara provides guidance and structure to ensure consistent and superior execution while maintaining an environment of continuous optimization of team performance, systems, and processes.
Tara is seasoned in a variety of Investment Operations roles with over 25 years in Finance and Banking. She has been awarded with recognition for excellence from Summit’s predecessor, Summit Equities. Tara has a B.S. in Business Administration with a focus in Management from Centenary College. She holds her FINRA Series 7, 24, 55, and 63 licenses. Tara has two sons and lives in Long Valley, NJ.