Michelle Walters Email and Phone Number
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As an Operating Partner and Co-Founder of Summit Hill Wealth Management, a fee-only Registered Investment Advisory firm (RIA), I have been instrumental in developing and executing the firm's strategic vision, operational plans, and financial policies since its inception in 2018. I hold a Series 65 license issued by FINRA and have over 10 years of experience in the investment management industry, managing portfolios of diversified real estate and other assets for various clients and institutions.My core competencies include firm leadership, financial management, compliance and regulatory management, marketing strategy and planning, information technology planning and management, and cybersecurity. I am passionate about building organizations, people, and legacies that deliver value and excellence to our clients and partners. My mission is to accelerate the growth of our firm's assets under management (AUM) and revenue while maintaining fiduciary integrity and adherence to the highest ethical standards. My superpower is synthesizing strategy, planning, and execution with entrepreneurial joy.
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Operating Partner, Co-FounderSummit Hill Wealth ManagementDenver, Co, Us
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Operating Partner, Co-FounderSummit Hill Wealth Management Mar 2018 - PresentGreater Denver AreaCo-Founder of a fee-only Registered Investment Advisory firm (RIA). From firm inception, develop short-term and long-range objectives, plans and policies to accelerate the growth of Assets under Management (AUM) and revenue growth while maintaining fiduciary integrity and compliance with FINRA and state regulations.**Operational Excellence and Business Process Improvement: Build and implement scalable processes to support business growth; identify inefficiencies, propose solutions, and lead the execution of process optimizations.**Financial Management: Develop and implement company’s annual budget and forecasts; monitor variances to budget performance and recommend adjustments as needed; develop initiatives to focus on operating margin expansion while supporting firm revenue growth.**Compliance: Develop and implement a comprehensive compliance program to mitigate risk and ensure adherence to state and federally mandated regulations; supervise staff to ensure consistent compliance practices; prepare the organization for SEC registration; collaborate with legal and regulatory teams to address compliance issues.**Human Capital Management: Lead and optimize the firm's human resource function, including recruiting and onboarding new team members, creating development plans to support organizational goals while maintaining employee engagement and retention, and benchmarking industry salaries to remain competitive.**Technology: Research and implement firm's technology stack across various business functions; stay abreast of industry trends and evaluate emerging technologies.
Michelle Walters Skills
Michelle Walters Education Details
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Finance And Operations
Frequently Asked Questions about Michelle Walters
What company does Michelle Walters work for?
Michelle Walters works for Summit Hill Wealth Management
What is Michelle Walters's role at the current company?
Michelle Walters's current role is Operating Partner, Co-Founder.
What is Michelle Walters's email address?
Michelle Walters's email address is m.****@****kic.com
What is Michelle Walters's direct phone number?
Michelle Walters's direct phone number is +120332*****
What schools did Michelle Walters attend?
Michelle Walters attended Nyu Stern School Of Business, Ucsd.
What skills is Michelle Walters known for?
Michelle Walters has skills like Portfolio Management, Asset Management, Real Estate Economics, Investments, Real Estate, Investment Management, Alternative Investments, Hedge Funds, Financial Modeling, Team Leadership, Equity Research, Valuation.
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Michelle Walters
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Michelle Walters
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