Summit Financial Resources Inc.
Financial Planners

Brad Gano , MBA

Summit Financial Resources, Inc.
4 Campus Drive, 2nd Floor
Parsippany, NJ 07054
Tel: 973-285-3600   Direct Line: 973-285-3418
bgano@sfr1.com

Education:
• Harvard Business School, MBA
• Yale College, BA Engineering and Applied Sciences

Specialization:
• Investment Management
• Comprehensive Estate and Retirement Planning
• Family Wealth Management

Business Experience:
• Managing Director, Hilltop Capital Management LLC
• Director, Credit Lyonnais Securities, USA
• Sr. Vice President, Oppenheimer and Co.
• Vice President, Nomura Securities, USA
• Vice President, Salomon Brothers Inc.
• Associate, Morgan Stanley and Co.

Personal:
• Board of Trustees, The Willow School
• Board Member and Treasurer, The Wintergreen Club
Brad, his wife Peggy and their three children reside in Mendham, New Jersey. Brad enjoys family, golf, skiing and travel.

 
 

 

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