FUNDRAISING NEWS | June 28, 2024
LPL Financial welcomes the First Summit Capital Management's advisors to its platform, who are partnering with Momentum Wealth Partners. First Summit, based in Wilmington, DE, has approximately $380 million in assets, and they join from PNC Investments.
Led by principal owner and Managing Partner Thomas J. Cooney, a financial services veteran with 32 years of experience, First Summit offers personalized investment strategies and comprehensive financial planning services. Cooney previously owned a successful forest products company, enhancing his business and strategic skills. Managing Partner Mark Freed, a former professional pitcher for the Chicago Cubs and Arizona Diamondbacks, brings over a decade of wealth management experience. He also holds CFP and CRC designations. The team is supported by Director of Operations Vicki Pearce. First Summit specializes in retirement planning, wealth management, and estate planning. They aim to provide tailored financial solutions to their clients.
To view the press release, click here.
John Washington is the Data Research Analyst at Dakota.
