Ed Friedman 

Director of Business Development and Growth

 

 

Address: 4 Campus Drive Parsippany, NJ 07054
Phone: 973-285-4502
Email: efriedman@sfr1.com

Ed Friedman is the Director of Business Development and Growth at Summit Financial LLC. Friedman is a financial services industry veteran with decades of experience in advancing advisor’s practices and supporting their growth. He will work closely with the executive management team and report to Summit Financial CEO, Stan Gregor. Prior to Summit, Ed Friedman ran his own consulting business providing consulting services, including operational, business, growth and technology strategies to Independent Wealth Management firms and the strategic vendors who support them.  Ed was the National Director of Practice Management and the former Director of the Enterprise Group with a focus on wealth management firms in excess of $1 Billion in assets, at Dynasty Financial Partners.  Ed was also part of the founding management team at HighTower Advisors heading up business development and advisor development.  Before the launch of HighTower, Ed had a 22-year career at Morgan Stanley, and its predecessor firm, with roles as a financial Advisor, branch manager and senior executive management.  Ed is a graduate of Rutgers University with a BA in Business and Finance.

 

Investment advisory and financial planning services offered through Summit Financial, LLC., an SEC Registered Investment Adviser. Headquartered at 4 Campus Drive, Parsippany, NJ, 07054. Tel. 973-285-3600. Fax. 973-285-3666. Some advisers may offer securities through Purshe Kaplan Sterling Investments, Member FINRA/SIPC. Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211 (“PKS”). PKS and Summit Financial, LLC. are not affiliated companies.

Summit Financial, LLC (“Summit Financial”) operates a website at summitfinancial.com (the “Site”). By using this website, you accept our Terms of Use and Privacy Policy. Past performance is no guarantee of future results. Any historical returns, expected returns, or probability projections may not reflect actual future performance. All securities involve risk and may result in partial or total loss. While the data we use from third parties is believed to be reliable, we cannot ensure the accuracy or completeness of data provided by investors or other third parties. Neither Summit Financial nor any of its affiliates provide tax advice and do not represent in any manner that the outcomes described herein will result in any particular tax consequence. Prospective investors should confer with their personal tax advisors regarding the tax consequences based on their particular circumstances. Neither Summit Financial nor any of its affiliates assume responsibility for the tax consequences for any investor of any investment.

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