Summit Global Investments Welcomes Michael Barnett as Managing Director in Client and Technology Strategy

Summit Global Investments Strengthens Leadership with Michael Barnett

Summit Global Investments (SGI), an independent and SEC-registered investment advisor, has taken a significant step in enhancing its leadership team by appointing Michael Barnett as the Managing Director of Advisor Success, Client Success, and Technology Strategy. Announced on May 18, 2026, Barnett's new position is aimed at embodying SGI’s vision to become the most trusted and efficient investment advisor in the industry, while further solidifying their commitment to integrity and excellence in client interactions.

A Wealth of Experience in Financial Services

Michael Barnett brings with him nearly 20 years of extensive experience in both financial services and technology. He previously worked at Fidelity Investments, where he played a pivotal role in leading various client-facing teams across retail and high-net-worth divisions, including Investor Centers, Portfolio Advisory Services, and Trust Estate Planning Services. Barnett's leadership skills were also honed during his tenure at Voya Financial, where he significantly contributed to the growth of its independent and retail advisory organizations.

In addition to his advisory roles, Barnett has worked in senior leadership in technology and cybersecurity businesses. This diverse experience has equipped him with a unique perspective on how technology can enhance the capabilities of advisors and improve client experiences.

Vision for SGI

David Harden, Founder and CEO of SGI, expressed excitement over Barnett's appointment, highlighting his remarkable blend of experience, character, and vision. Harden stated, “Michael's deep understanding of client and advisor success programs on a national scale, combined with his strong technology leadership, positions him uniquely to help us realize our ambitious vision.”

In this newly created executive role, Barnett will be responsible for expanding programs and infrastructure that empower SGI advisors to focus exclusively on their clients. Furthermore, his role encompasses ensuring each client interaction reflects SGI's values and standards of excellence. This mission is critical to SGI as they continue to develop best-in-class technology platforms and enhance the digital experiences for both advisors and clients.

Commitment to Client-Centric Excellence

Barnett’s focus is clear: to ensure every SGI advisor has the tools they require for delivering exceptional service, and to ensure every client feels valued at every touchpoint. He expressed enthusiasm about joining SGI, praising the firm’s world-class investment capabilities and dedication to advisors and clients. “My focus is simple: make sure every SGI advisor has everything they need to serve their clients at the highest possible level, and ensure every client feels that in every interaction,” he stated.

About Summit Global Investments

Founded as a comprehensive financial services firm, Summit Global Investments provides a range of services, including investment management, private wealth advisory, and family office services tailored for individuals, families, and institutions. By delivering disciplined strategies, fiduciary guidance, and innovative solutions, SGI aims to help clients pursue their financial goals with confidence.

As the industry evolves, the leadership of seasoned professionals like Michael Barnett is crucial for maintaining SGI's trajectory toward becoming a leader in client and advisor satisfaction. His appointment is seen as both a bold move and a necessary step toward achieving strategic goals that will benefit SGI's clients and advisors alike.