President and CEO of The Private Client Group
Steve Lieberman is the President and CEO of The Private Client Group ~ WM, LLC. Steve specializes in providing clients with a range of sophisticated wealth management services, including proprietary comprehensive and advanced financial planning techniques, investment consulting and management, retirement and estate planning. The Private Client Group chooses to work with a select number of families, those where they can have a significant impact. New clients only accepted via referral.
Steve graduated with honors from the Wharton School of Business with both his Bachelor of Science in Economics (BSE) and his Master of Business Administration (MBA) in Finance. He has been an active Board Member and/or Investment Committee member of numerous privately held and charitable organizations, clubs and societies.
Steve has been a member of both the Genius Network and the Behavioral finance Network, as well as the Select Advisors Council, the Financial Planning Association (FPA), the Essex County Estate Planning Council, the Wharton Club of New Jersey, and the Penn Clubs of Metro New Jersey and New York. He is a member of the UJA Ben Gurion and Lester Societies, and is a National Cabinet alum. Steve is a founder of Simcha Chai and an active patron of the Weizmann Institute of Science, Stand with Us, ZOA, and Chai Lifeline. Each year, Steve and The Private Client Group host their annual team charity event supporting the Juvenile Diabetes Research Foundation.
Steve resides in Short Hills, NJ with his wife, son and identical twin daughters.
Latest News and Headlines
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
Check the background of this firm on FINRA BrokerCheck