Just click on any name to find out more about our individual principals.
Steven W. Lieberman, MBA, CFP®
Summit Financial Resources, Inc.
Principal - The Private Client Group
4 Campus Drive, 2nd Floor
Parsippany, NJ 07054
Tel: 973-285-3600 Direct Line 973-285-3637
slieberman@sfr1.com
Education:
• Wharton School of Business, University of Pennsylvania,
MBA Finance (Honors)
• Wharton School of Business, University of Pennsylvania,
BS Economics (Honors)
Specialization:
• Comprehensive Family Wealth Planning
• Investment Management
• Risk Management and Estate Planning
• Retirement Planning
Please feel free to watch my latest videos:
Market Overview and Insights
(Spring 2010)
Adjusting for Changing Market Conditions
(Fall 2009)
Stable Strategies for Uncertain Markets
(Spring 2009)
Managing Today's Market Volatility To Your Advantage
(Fall 2008)
Read my latest Quarterly Newsletter:
Second Quarter 2010 Newsletter
Also, please visit:
The Private Client Group's Wealth Management Solution
Previous Business Experience:
• Temple, Barker & Sloane, Boston, MA
Mergers and Acquisitions
• Cresap, McCormick & Paget, New York, NY
Strategy Consulting
• Bell Atlanticom Systems, Princeton, NJ
Telecommunications Venture
Personal:
• Volunteer Board Member, numerous charitable
organizations, clubs and societies
• Member, NALU; Essex County Estate Planning Council
• Member, FPA - Financial Planning Association
• Former Member Board of Trustees and Investment
Committee JCF of Metro West
• Former Member Board of Trustees, Wharton Club of NJ,
Penn Club of Metro New Jersey
• Member, Penn Club of New York, Wharton Club of NY
• Member, UJA Ben Gurion and Lester Societies
National Cabinet
• Founder, Simcha Chai
• Active Patron, Weitzmann Institute of Science, Lighthouse
International, UJC and Juvenile Diabetes
• Married with identical twin daughters and a son
