Executive Team

Stan Gregor CEO Read More
Steven Weinman, CPA President, Director of Investments Read More
Michael Bremer Chief Operations Officer Read More
Mara Stempler Chief Financial Officer Read More
Barbara Hawkesworth, J.D. Chief Legal Officer Read More
Ed Friedman Director of Growth and Business Development Read More
Steve Pfundstein Chief Technology Officer Read More
Keith Soltis Director of Wealth Management, President, Summit Risk Management Read More
Sarah Rich Chief Administrative Officer Read More
Jenna Bloomgarden Director of Marketing and Advisor Development Read More
David Porro, CLU®, ChFC® Director of Insurance Read More
Noreen Brown, CFA Co-Chief Investment Officer Read More
Brandon Smith, J.D. Director of Integrated Planning Group Read More
Tara Pizzutillo Senior Director of Operations Read More

Our Commitment to Diversity and Inclusion

The Company and its leadership are actively committed to creating and fostering a culture of diversity, equity, and inclusion throughout the organization. We recognize the strategic advantages of our employees’ individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities, and talent. In addition, by cultivating an environment that is welcoming of people of different backgrounds, interests, and identities, we hope to build a reputation for leadership in this area and strengthen our professional relationships with clients and business partners throughout the industry.

The Company defines our “diversity” by, among other things, the differences in our employees’ race, color, ethnicity, national origin, gender identity or expression, sexual orientation, family or marital status, language, physical and mental ability, political affiliation, religion, socio-economic status, age, and other characteristics that make our employees unique.