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Joseph D. Summa, CFA

As a Managing Director at Ascent Wealth Partners, I bring over ten years of financial advisory and business consulting experience to the team. Currently, I manage relationships with individual clients, closely held corporations and non-profit organizations. My approach starts with developing long-term relationships that eventually leads to comprehensive investment, estate and business planning.

Prior to Ascent, I started to develop financial advisory and planning expertise working alongside Bradley Kowalczyk at a regional RIA. Immediately preceding my transition to financial services, I gained valuable business consulting experience in the commercial real estate industry.

My education experience includes graduating Magna Cum Laude from Syracuse University with a B.S. in Finance, and I am a Chartered Financial Analyst Charterholder.

My wife, Erin, and I live in our hometown of Rome, NY with our two children. Erin teaches second grade in the Rome City School District. We are continuously involved in, and support, numerous non-profit and youth sports organizations.