Summit Advisory Inc Employee Directory

Investment BankingPennsylvania, United States2-10 Employees

Summit Advisory Inc operates in the investment banking sector, focusing on advising middle-market companies on buying and selling businesses as well as raising growth capital. Based in Lancaster, Pennsylvania, the firm has a long-standing presence in the mid-Atlantic region, dating back to its founding in 1989. With a small professional team, Summit emphasizes senior-level expertise and a structured, disciplined process rather than relying on broad deal flow or junior staff, aiming to deliver strong outcomes for clients. The firm also operates a charitable program through Peak Gives, allocating a portion of profits to community initiatives. In the broader competitive landscape, Summit sits among specialized advisory firms serving mid-market clients, distinguishing itself through its long tenure and senior-led approach.

Find Summit Advisory Inc employees' phone numbers or email addresses

Summit Advisory Inc Global Highlights

Location
Employees

North America
5

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  • United States Of America
    5

Summit Advisory Inc's Leadership

  • Stylized image of a person
    M. U.
    Vice President
    Phone icon
  • Stylized image of a person
    H. H.
    Marketing Director
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  • Stylized image of a person
    L. F.
    Director, Finance And Administration
    Phone icon
  • Stylized image of a person
    D. S.
    Director Business Development
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  • Stylized image of a person
    D. Y.
    Principal
    Phone icon

Summit Advisory Inc Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Summit Advisory Inc

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    M. U.
    Vice President
    Phone icon
    Mar 17, 2026
  • Stylized image of a person
    H. H.
    Marketing Director
    Phone icon
    United StatesPennsylvania
    Jun 25, 2026
  • Stylized image of a person
    L. F.
    Director, Finance And Administration
    Phone icon
    United StatesPennsylvania
    Jun 02, 2026
  • Stylized image of a person
    D. S.
    Director Business Development
    Phone icon
    Oct 16, 2024
  • Stylized image of a person
    D. Y.
    Principal
    Phone icon
    United StatesMississippi
    Apr 14, 2026

Frequently Asked Questions

What is Summit Advisory Inc known for?

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Summit Advisory Inc was founded in 1989 operates in the Investment Banking industry. The company's main headquarters is located in 1630 Manheim Pike Lancaster, Pennsylvania 17601 United States. Explore Summit Advisory Inc's company overview page for more information.

What is Summit Advisory Inc's most common email format?

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Summit Advisory Inc employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Summit Advisory Inc email formats with LeadIQ.

How many employees does Summit Advisory Inc have currently?

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Summit Advisory Inc has approximately 6 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are Summit Advisory Inc's key employees and leadership?

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As of June 2026, Summit Advisory Inc's key employees include:

  • Vice President: M. U.
  • Marketing Director: H. H.
  • Director, Finance And Administration: L. F.
  • Director Business Development: D. S.
  • Principal: D. Y.

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