Lance Hollingsworth, CFP®
Principal
Lance Hollingsworth started working at Summit in 1995 and became a Principal in 1999. Lance’s duties encompass client service, portfolio management, investment research and development, trading, and operations. He also oversees Summit’s technology implementation. Lance serves as Chief Investment Officer and Treasurer. He chairs Summit’s Investment Committee, and participates on the Financial Advisory Committee.
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John N. Laughlin, CFP®
Principal
John Norfleet Laughlin joined Summit Asset Management, LLC in 2001 as a Financial Advisor and became a Principal in 2007. John serves as Chief Executive Officer, Chief Compliance Officer, and President. John’s responsibilities include client service, portfolio management, business development, and strategic planning. He chairs Summit’s Financial Advisory Committee and serves on its Investment Committee.
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Peggy K. Adler, MBA
Principal
Peggy Adler joined Summit in 2007 as Chief Administrative Officer and became a Principal in 2012. Her focus is on client service and implementing Summit’s growing administrative activities in human resources, accounting, compliance, marketing, planning, and strategy. Peggy serves as Secretary for the Board of Summit and Senior Vice President.
