Steven Weinman is the President of Summit Financial. He has been 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 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.