A fee-only fiduciary advisory firm

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.

Noreen Brown is the Co-Chief Investment Officer at Summit Financial LLC. She is responsible for the development and ongoing oversight of Summit's investment offerings. Noreen 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.

Steve Melnick, CFA has nearly 15 years of investment experience within the private wealth sector, most recently from Brown Advisory. At Brown Advisory, he was a Senior Research Analyst where he served as a key member of the centralized Investment Solutions Group (ISG). Prior to Brown Advisory, Steve was at Dyson Capital Advisors and Cambridge Associates where he also served in investment due diligence and portfolio construction functions. Steve helps lead the Investment Team's due diligence efforts, authors regular market commentary, and offers pivotal investment support to Summit's advisor base. Steve holds a Bachelor of Business Administration in Finance from George Washington University and is also a CFA Charter holder.

David is the Director of Insurance and has been with Summit Financial LLC for 14 Years. David specializes in the design and implementation of insurance strategies to enhance the overall protection within a client's financial plan by working closely with the Summit team of attorneys, CPAs, and Financial Planners. He has extensive knowledge of Life, Disability and Long-Term Care insurance in today's world and how it can be leveraged to cover many of the unforeseen changes that may occur in the future. He earned a B.S. from Boston University. Outside of work, David likes to stay active by running, playing tennis, and riding his vintage motorcycle.

Brandon Smith joined Summit Financial as the Co-Director of Integrated Planning Group. He leads the Integrated Planning Group and develops strategies and expertise for our Financial Advisors. Brandon served as an Executive Officer for Grayhill LLC for over 18 years cumulatively which allowed him to partner with established Financial Advisors to develop advanced wealth transfer plans and perform comprehensive financial planning for clients. Prior to Grayhill, he was at Financial Designs Ltd for several years. Brandon earned a B.A. from Emory University, his J.D. from Washburn University of Law and his LL.M. in Taxation from the University of Denver College of Law. He has just moved to New Jersey after living in Denver, CO for over 25 years.

James Rabasca is the Co-Director of the Integrated Planning Group of Summit Financial LLC. Jim provides guidance on estate, tax, retirement, charitable, and business planning. Prior to joining Summit, he was a Vice President/Account Manager at Ayco, a Goldman Sachs Company, where he provided comprehensive financial and tax counseling to corporate executives and high net worth individuals. Before Ayco, Jim worked as an attorney, and focused his practice on taxation, business planning, and estate planning. He graduated from Rider University with a B.S. in Business Administration and earned his J.D. from Seton Hall University School of Law.

Natassia Najman is a Senior Planning Specialist in the Integrated Planning Group. She employs her expertise in estate planning strategies to support Financial Advisors and their clients, and to help achieve revenue goals. Natassia has most recently come from Rockefeller Capital Management as an Associate Trusts and Estates Advisor, working to advise UHNW clients, their attorneys, and advisors on fiduciary account management, tax, securities transfer, and state and federal laws governing trusts and estates to balance client's interests, protect account assets, and minimize risk. Prior to Rockefeller, she held positions in both private practice as a Trusts and Estates and Tax Attorney, and the corporate Private Client/Wealth Management space. Natassia graduated with a Bachelor of Arts in Political Science & International Studies from the University of Miami, and a Juris Doctorate from Quinnipiac University School of Law.

Frank is a senior member of the financial planning department and has been part of the Integrated Planning Group for over nineteen years, where his primary focus is to design and model advanced wealth transfer strategies and perform comprehensive financial plans for the wealth advisors.

Brian J. Abbott is a financial planner for the Integrated Planning group for Summit. He has nearly four years of experience within the financial planning industry. Prior to joining Summit, he was a financial advisor at Prudential, where he specialized in crafting tailored strategies to help clients grow their wealth, plan for retirement and achieve their unique financial goals. Brian holds an A.A.S in Business Management, bringing a strong foundation in strategic planning and financial analysis to every client relationship.

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.

Noreen Brown is the Co-Chief Investment Officer at Summit Financial LLC. She is responsible for the development and ongoing oversight of Summit's investment offerings. Noreen 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.

Steve Melnick, CFA has nearly 15 years of investment experience within the private wealth sector, most recently from Brown Advisory. At Brown Advisory, he was a Senior Research Analyst where he served as a key member of the centralized Investment Solutions Group (ISG). Prior to Brown Advisory, Steve was at Dyson Capital Advisors and Cambridge Associates where he also served in investment due diligence and portfolio construction functions. Steve helps lead the Investment Team's due diligence efforts, authors regular market commentary, and offers pivotal investment support to Summit's advisor base. Steve holds a Bachelor of Business Administration in Finance from George Washington University and is also a CFA Charter holder.

Joe Cecere, CFA has nearly five years of experience within the private wealth sector. Prior to joining Summit, he worked in a supply chain management role for a medical supply company and helped get critical PPE into the hands of doctors and hospital workers during the COVID-19 pandemic. Joe plays an integral role in the Investment Team's due diligence process with a focus on private markets, authors regular investment market commentary, and provides multifaceted support to Summit's advisor base. Joe holds a B.A. in Economics from Georgetown University, an MBA with concentrations in Finance and Supply Chain Management from Rutgers University, and is a CFA charter holder.

Jason Huang has approximately five years of experience in investments and portfolio management. Prior to joining Summit Financial, he served as an Investment Analyst at a family office, where he conducted research on public BDCs. In his current role on Summit's Investment Team, Jason is engaged in the full lifecycle of private alternative investments, including strategy research, due diligence, portfolio monitoring, and advisor support. He also contributes to the firm's economic analysis and investment commentary. Jason holds a B.A. in Economics from National Chengchi University in Taiwan and an M.A. in Economics from New York University, with a concentration in quantitative economics. He is currently a CFA Level III candidate.

Matthew Pranaitis, CFA, CAIA has nearly 10 years of investment experience within the private wealth management sector, most recently from GYL Financial Synergies. At GYL Financial Synergies, he was a Wealth Advisor where he served as a key member leading the firm's separately managed account capabilities primarily in the municipal bond and direct indexing space. Matt also served as the main point of contact for various institutional and private high net worth clients. Additionally, he supported the trading and implementation of investment proposals. Prior to GYL Financial Synergies, Matt was at Private Capital Group and Fiduciary Investment Advisors where he also served in client advisory relationships, investment due diligence, financial planning, and portfolio model construction functions. In his current role on Summit's Investment Team, Matt supports due diligence efforts on public equity markets, taxable fixed income, equity tax solutions, and hedge funds. Matt holds a Bachelor of Business Administration in Finance from Seton Hall University and is also a CFA and CAIA Charter holder.

Niko Piccolo, MBA joined the Summit Investment Team in 2024, bringing nearly 5 years of investment experience within the private wealth sector, most recently with Corient. At Corient, he constructed and managed client portfolios and conducted due diligence on public and private fund managers. In his time there, he also served on both the Investment Committee and Risk Management Committee. Prior to Corient, Niko worked at Royal Bank of Canada, where he performed extensive equity and fixed income research and developed stock-picking models. Niko graduated Magna Cum Laude from Seton Hall University with a Bachelor of Science in Mathematical Finance and an MBA in Finance and Wealth Management, while also being a student-athlete on the baseball team.

Michael Dell'Angelo has nearly 3 years of experience in banking and wealth management, previously working for a large public bank in compliance, then taking over as a wealth management operations analyst at a large U.S. wealth management firm, where he helped provide commentary on securities and produce deliverables leading to a wide array of client actions. On the investment team, Michael plays a role bridging a gap between operations and the investment team, helping to streamline processes and speak about recent actions and decisions made by the investment team to help in companywide decision-making processes. Michael holds a B.A. in Business Administration with a concentration in Finance from NJIT and is currently studying to become a CFA charterholder.