Most recently, Stan was the founder and co-CEO of Cantor Fitzgerald Wealth Partners. Prior to joining Cantor Fitzgerald, Stan was the Head of Wells Fargo Wealth Management -Eastern US Markets and President of Wachovia Wealth Markets. 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.
Steven Weinman is the chief investment officer of Summit Financial. He was affiliated with Summit’s predecessor and affiliated entities (Summit Equities, Inc. (“SE”), Summit Financial Resources, Inc., Summit Risk Management, Inc., and their affiliates) since 1982. Steven runs the investment management committee for Summit and has general management oversight for the company.
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. Steven is also the CEO of a limited purpose broker-dealer, LS Securities LLC (“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 Compliance Officer
David Porro, CLU, ChFC®
Director of Insurance
Noreen Brown, MBA, CFA®
Director of Portfolio Management
Director of Human Resources
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 80 State Street, Albany NY 12207 (“PKS”). PKS and Summit Financial, LLC. are not affiliated companies.
This website is available for informational purposes only and does not constitute an offer to sell or a solicitation to buy a security or any form of investment advice offered by Summit Financial, LLC
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