Noreen Brown is Chief Wealth Strategist at Summit Financial LLC. Noreen is responsible for the development and ongoing oversight of Summit’s investment offerings. She also works with the investment team to create newsletters, whitepapers and portfolio updates and is a resource for advisors on client portfolio design and investment strategies.
With more than two decades of investment advisory and asset management experience, Noreen’s areas of specialization include alternative investments, investment research, asset allocation, portfolio construction, and manager due diligence. Prior to Summit, she focused on economic and capital market research for an independent wealth management firm. She was also responsible for business strategy and product management at two rapidly growing alternative investment businesses at Citigroup and AllianceBernstein. Previously, Noreen was an investment consultant to employee benefit plans and endowments/foundations at Mercer Investment Consulting where she provided advice on asset allocation, portfolio construction and investment policy.
Noreen has a B.A. in Mathematics from Amherst College, an M.B.A. in Economics and Operations Management from the Stern School of Business at New York University, and is a CFA® Charter holder. She lives in Chatham, New Jersey with her three children.
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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