SOURCE: Summit Advisor Solutions

Summit Advisor Solutions

August 11, 2015 08:00 ET

Summit Advisor Solutions Solidifies Executive Leadership Team and Organizational Structure

SAS, a Technology and Investment Platform Solution Geared Toward RIAs, Today Announces Executive Leadership Team and Supporting Staff Additions; Key Roles in Technology, Billing, and Operations Strengthen the Growing Organizational Structure

DALLAS, TX--(Marketwired - August 11, 2015) - Summit Advisor Solutions (SAS), a Technology and Investment Platform solution geared toward RIAs headquartered in Dallas, TX with offices in Gig Harbor, WA, continues its growth trajectory plan with the following Executive Leadership additions.

Troy Fields appointed Chief Operations Officer/EVP. As a dynamic leader with more than 20 years of experience, Troy brings proven capability in helping companies grow rapidly. As of May, Troy has organized personnel and has begun implementing operational practices and processes within this new structure. His efforts will ensure alignment across the firm's internal departments to increase service and delivery to our clients.

GT Talluri appointed Chief Technology Officer. With more than 15 years of IT industry experience, GT is the head of strategizing and leading our IT initiatives. As of May, GT has expanded his team in the areas of Quality Assurance and Development to support and execute enhancements to the firm's technology platform. Gains in this area include updated reporting and a new proposal system. Many new features are set to hit the market in the coming months.

In addition to the Executive Leadership, supporting roles in billing and project management have been added. More additions are planned in the near future in the areas of Sales, Service and Compliance.

"The significant experience we gain from the hiring of Troy and GT gives us a leg up in two critical areas of our business, Operations and Technology. This together with the additions of key supporting roles gives us a clear view of our future plans starting to take shape", said Timothy Feehan, CEO of Summit Advisor Solutions. "SAS is poised to grow rapidly and well-equipped to handle the growth that lies ahead."

Summit Advisor Solutions (SAS) is a Technology & Investment Platform that caters to RIA's. SAS offers a technology solution for advisors to customize asset management in their own branded, and organized configuration. In addition to offering a wide array of strategies and managers, SAS also provides access to thoroughly screened alternative asset management strategies in the Hedge Fund and Private Credit space. The combination of providing asset management content and allowing advisors to add their own strategies and content in one technology engine is an efficient, and current way for advisors to execute on their business.

Advisory services offered through Summit Advisor Solutions, an SEC registered investment adviser.

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Contact Information

  • Contact:

    Summit Advisor Solutions
    Elizabeth Sabogal
    14785 Preston Rd.
    Suite 1000
    Dallas, TX 75254
    esabogal@sas-3.com
    972-663-4344