Profile
“My strongest professional quality is my ability to build trust and long-term relationships, whether with clients, colleagues, or stakeholders”
Danny Ibrahim,
KeyRate Mortgage
Kate Feeney is a vice president and wealth advisor at Summit Place Financial Advisors, bringing more than 15 years of experience working with institutions and high-net-worth families. She was drawn to the firm’s commitment to thoughtful, personalized relationships and truly holistic planning. She blends deep technical expertise with a calm, practical approach, helping clients feel confident in decisions around retirement, education funding, philanthropy, tax strategy, and legacy planning.
Known for her steady presence and collaborative style, Feeney focuses on building long-term relationships rooted in trust. She takes the time to understand each client’s story, priorities, and values, then creates tailored strategies that cut through complexity and support what matters most to them.
Feeney began her career in investment consulting at Cambridge Associates, advising both nonprofit organizations and families. She then spent nine years at Offit Capital, working with multigenerational ultra-high-net-worth families to manage complex investment portfolios and guide long-term planning, including wealth transitions and estate strategies.
She holds a B.S. in Business Administration from Washington and Lee University and is both a Chartered Financial Analyst® charterholder and a CERTIFIED FINANCIAL PLANNER™ professional. Feeney is a member of the CFA Institute and the New Jersey Financial Planning Association, and she is actively involved in her community through the Junior League of Summit, Overlook Auxiliary, and Student/Partner Alliance.
18 Bank St Ste 202, Summit, NJ 07901
908 517 5882
kate.feeney@summitplacefinancial.com
linkedin.com/in/kate-feeney-cfa-cfp®-58911624
summitplacefinancial.com
Kate Feeney
Vice President and Wealth Advisor Summit Place Financial Advisors
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Bio
Milestones
“I’ve always believed that if you love what you do, you’ll never settle, and that attitude has guided every decision I’ve made”
Danny Ibrahim,
KeyRate Mortgage
2011–2014
2014–2023
Present
2024
2025
Consulting Associate at Cambridge Associates
2011–2014
Vice President and Client Advisor at Offit Capital
2014–2023
Vice President and Wealth Advisor at Summit Place Financial Advisors since 2023
Present
Led the firm’s transition to independence as a Registered Investment Advisor (RIA), modernizing operations and expanding a planning-first wealth management model
2024
Launched Drucker Tax, integrating tax planning and tax preparation directly into the firm’s wealth management offering to better serve high-income clients
2025
Milestones
As a founding member of WOW! (Women. Opportunity. Winning.), an employee resource group created for all women of Ryan Specialty, Phillips Topping has long championed for women in the industry.
“It’s very important to set an example and to not only inspire but mentor other females,” she adds.
In addition to her sharp marketing eye, the key to Phillips Topping’s success lies in her high-energy approach and positive attitude.
“As the leader of a team, it’s important to motivate and encourage your team members. People work very hard and do their best and it’s important to recognize these efforts. For my career overall, my attitude has been one of curiosity. The more you can learn, the better you’ll understand the business, and then the deeper your knowledge will become, making you a better team member.”
Chief underwriting officer of executive risk at Chubb
President of financial insurance solutions at Kemper
Chief underwriting officer at Axis Capital
CEO of global Insurance at Endurance
CEO of global Insurance at Sompo International
A significant part of his focus today is staying ahead of regulatory change while maintaining a seamless client experience. He tracks updates from regulators and lenders closely and works with his teams to adjust systems as needed.
“My approach to my role and my career has always been rooted in passion, focus, and a relentless pursuit of excellence,” he says. “I’ve never been driven solely by profit or business metrics. I believe in hiring great talent, trusting them, and pushing boundaries because innovation doesn’t come from playing it safe.”
His experience isn’t limited to Canada. Ibrahim has worked in the US and UAE, which shaped his global perspective and comfort with adapting to different markets. He thrives on risk, viewing setbacks as stepping stones to progress.
“I’ve always believed that if you love what you do, you’ll never settle, and that attitude has guided every decision I’ve made,” he adds.
That outlook continues to guide his work and reflects his broader goal of helping move the industry forward. Through his brokerage, lending company, and legal services, Ibrahim is focused on creating long-term value for his clients, his teams, and others working in the field.