ABOUT SUMMIT FINANCIAL
Most recently, Stan was the founder and co-CEO of Cantor Fitzgerald Wealth Partners (CFWP). Under his leadership, CFWP grew to over $5 billion in assets in less than two years through several strategic acquisitions of RIA’s, independent advisors, and wirehouse teams.
Prior to joining Cantor Fitzgerald, Stan was the Head of Wells Fargo Wealth Management -Eastern US Markets and President of Wachovia Wealth Markets. He provided executive leadership to the Eastern U.S. Markets and headed up the Wealth Insurance Division overseeing: The private bank, wealth brokerage, investment management, fiduciary trust services, financial planning, and insurance. He was responsible for leading nearly 5,000 team members generating revenues of $2.5 billion with $69 billion of investment fee-based AUM, $19 billion of deposit balances, and $16 billion of loans.
Prior to Wachovia, Stan was CEO of Commerce Capital Markets, where he directed private wealth management, brokerage, asset management, fixed income trading, derivatives, investment banking, retirement services, insurance, and public finance.
Subsequently, Stan was CEO of Quick and Reilly(Q&R) as one of the visionaries that transformed Q&R from a transactional discount broker to a full service advisory company. When Q&R was acquired by Bank of America, Stan stayed on as co-CEO of Bank of America Investment Services until 2005.
Over the nearly decade at Citigroup, Stan had several senior executive level roles leading different divisions including consumer banking, private wealth management, and Citigroup as Northeast Group Executive Vice President.
He serves as the CEO of Summit Risk Management, LLC (“SRM”), an affiliated company licensed to sell various insurance products and operates as the insurance vehicle for Summit. He also serves as the General Agent for all insurance business that SRM conducts through Mass Mutual. Steven is also the CEO of a limited purpose broker-dealer operating as LS Services (“LSS”). He received his BS from Fairleigh Dickinson University and his MBA from NYU. Steven is also a CPA (Certified Public Accountant) in the state of New Jersey.
Chief Operations Officer
Chief Financial Officer
Chief Legal Officer
Chief Compliance Officer
Director of Portfolio Management
Director of Insurance
Senior Tax Specialist
Director of Human Resources
Director of Information Technology
Director of Growth & Business Development
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