•MS Finance, Suffolk University, MA
•BS Finance & Economics, UNH, NH
•Over 15 Years Professional Experience
•M&A Transactions Totaling Over $2.0B
•Investment Management Over $350B
Ben founded Summit Financial, a fractional Accounting & Financial Management consulting firm in 2012. Summit was created to help business owners wrap their heads around the financial management aspects of a growing organization. At the time, Summit Financial was a consulting firm solely devoted to assisting businesses resolve their financial management issues. Over time however, Summit expanded into Tax, Accounting and Business Valuation to provide a comprehensive solution for the client’s needs.
Ben’s professional experience began in 2004 after completing his undergraduate degree in Finance & Economics. He spent 3 years with State Street Bank in Boston, MA as a Business Development Analyst, ultimately leading a small staff of employees. In 2007, after completing his Master’s degree in Finance, he accepted a position as an Equity Analyst at MFS Investment Management. While at MFS Ben evaluated the future prospects of many publicly traded companies, presenting investment recommendations to Senior Management to allocate a portion of the firm’s $350 Billion in assets.
In an effort to attain work-life balance, he relocated to Colorado in 2010, accepting a role as an Equity Analyst at private hedge fund. For the following 2 years he continued to evaluate and present investment recommendations, assisting in the management of the firm’s assets. However, as time passed, he realized his true calling was in the development of businesses.
In late 2012, Ben shifted back toward the corporate world, accepting a role in Business Development with Newfield Exploration while simultaneously launching Summit Financial. As demand for Summit's services grew, it became apparent he had to make a choice as to what path to head down. So, in early 2015, Ben left the “corporate world” for Summit Financial, where his true calling lies. Over the years he expanded the business throughout the Rocky Mountain and Gulf Coast States and currently resides in Park City, Utah.
Allison Pittsley, CPA, CGMA
•BS Accounting, DU, MI
•Over 15 Years of Professional Experience
•Licensed Certified Public Accountant (CPA) - MT, UT, CO
•Chartered Global Management Accountant (CGMA)
Allison grew up in Bozeman, Montana, relocating to Michigan in 2001, There, she spent several years assisting the launch and operational management of a fine dining restaurant in a bustling tourist town. While overseeing a staff of 30 employees, Allison managed all of the financial aspects, including budgeting, strategic planning, inventory management, and vendor contracting. This position was instrumental in forming Allison’s desire to see small businesses realize their true potential.
After having completed her Bachelor’s in Accounting, Allison returned to the Rockies, where she attained her CPA license while working in public accounting. Having helped hundreds of clients over a 10 year period, planning and mitigating tax liabilities, she realized her career goals were to apply her skill set beyond the tax world.
Allison joined Summit Financial in 2014 to manage the Accounting and Tax Departments to pursue her goal of helping to facilitate the growth of small, locally-owned businesses with their tax and accounting needs. She currently splits her time between Bozeman, Montana, and Park City, Utah.