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Summit Global Investments Appoints Michael Barnett as Managing Director

PRIVATEMay 18, 2026

Position

Director

Company

Summit Global Investments

Michael Barnett
UtahFinancial ServicesFinanceConsulting

Description

Summit Global Investments (SGI) has appointed Michael Barnett as Managing Director. In this newly created role, he will lead the firm's advisor and client success and technology strategy initiatives.

Quick answer

Summit Global Investments Appoints Michael Barnett as Managing Director (May 18, 2026). Summit Global Investments is based in Utah, United States.

Who is the new Director at Summit Global Investments?
Summit Global Investments named Michael Barnett Director, announced May 18, 2026.
What did Summit Global Investments announce on May 18, 2026?
Summit Global Investments (SGI) has appointed Michael Barnett as Managing Director. In this newly created role, he will lead the firm's advisor and client success and technology strategy initiatives.
What does Summit Global Investments do?
Summit Global is a comprehensive financial services firm providing investment management, private wealth advisory, insurance solutions, and family office services to individuals, families, and institutions.
Where is Summit Global Investments based?
Summit Global Investments is based in Utah, United States.
Which similar companies made leadership changes around the same time?
Sun Life Financial (May 18, 2026), Inspired Entertainment (May 19, 2026), Arthur J. Gallagher & Co. (May 12, 2026) and Wolf & Company P.C (June 9, 2026) also announced leadership changes within 45 days of Summit Global Investments.

Source: Fundz verified event record.

Other recent leadership changes in Financial Services and Finance

Executive moves at companies in the same sectors within 45 days, from Fundz verified event records.

Who to call at Summit Global Investments, and when

A new leader at Summit Global Investments brings new priorities and often new vendors. The first weeks are when they listen.

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Company Information

Company

Summit Global Investments

Location

Utah, United States

About

Summit Global is a comprehensive financial services firm providing investment management, private wealth advisory, insurance solutions, and family office services to individuals, families, and institutions. The firm is committed to delivering disciplined strategies, fiduciary guidance, and innovative solutions that help clients pursue their financial goals with confidence.

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Summit Global Investments changed its leadership. Fundz had it the day it was filed, with the decision-maker at the company attached.

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Fundz is a real-time business intelligence platform powered by agentic AI that proactively delivers personalized daily signals, including funding rounds, executive changes, M&A activity, 13F institutional filings, SEC 8-K events, investor activity, and website modifications, based on each user's watchlist and ICP. A trusted data source at firms such as BlackRock, Oracle, Kleiner Perkins, LinkedIn, HubSpot, and Cloudflare, Fundz democratizes the institutional-grade intelligence that previously required a PitchBook or Bloomberg terminal. Features include Daily Briefing for AI-powered daily briefings, and unified cross-signal alerts across 281,000+ organizations. Developers and data teams can access these signals programmatically via the Fundz Funding Data API, with transparent published pricing.