The strategies developed for clients of The Private Client Group at Summit Financial, LLC capitalize on the experience and knowledge of a diverse and highly qualified team of professionals. Summit’s seasoned team of specialists include:
Steven Lieberman, MBA, CFP®
Steve Lieberman is the President and CEO of The Private Client Group ~ WM, LLC.
Steve has been a financial advisor for 29 years, specializing in providing clients with a range of sophisticated wealth management services, including proprietary comprehensive and advanced financial planning techniques, investment consulting and management, risk management, retirement planning, and estate planning. The Private Client Group chooses to work with a select number of families, those where they can have a significant impact.
Steve graduated with honors from the Wharton School of Business with both his Bachelor of Science in Economics (B.S.E.) and his Master of Business Administration (M.B.A) 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, as well as a class officer of the University of Pennsylvania, and a member of the Benjamin Franklin Society. 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.
Steven Weinman, CPA, MBA, APC
Steven Weinman is the President and Chief Investment Officer of Summit Financial, LLC, one of the largest independent financial planning and wealth management firms in the greater New York City area.
With more than three decades of experience in the financial industry, Steve specializes in investment strategies, estate and income tax planning, and business structuring. He is a Certified Public Accountant, General Securities Principal, Finance and Operations Principal, and Registered Options and Security Futures Principal.
Steve holds a B.S degree in Accounting from Fairleigh Dickinson University, an M.B.A. in Finance from New York University Graduate School of Business, and has an A.P.C. in Taxation from the Tax Program at New York University Graduate School of Business.
Joseph F. Rowek, JD, LL.M.
Joseph Rowek is Vice President and the senior member of the Professional Strategy Team at Summit Financial, LLC.
Joe has been an attorney for more than 35 years. He is responsible for estate, tax, retirement, charitable and business planning. He is a General Securities Principal, Licensed Producer with the New Jersey Department of Banking and Insurance, and Registered Representative of the Financial Industry Regulatory Authority. He also is an adjunct Professor at William Paterson University where he teaches Estate Planning and Retirement Planning.
After graduating from Fairleigh Dickinson University with a B.S. in Accounting, Joe earned his Juris Doctorate from St. Mary’s University School of Law in San Antonio, Texas. He received his Master of Laws in Taxation (LL.M.) from New York University.
Brandon Smith, JD, LL.M.
Brandon Smith is Director of the Integrated Planning Group at Summit Financial, LLC, and a member of the Professional Strategy Team*.
Brandon has been an attorney for more than 26 years. At Summit Financial, LLC, his efforts focus in the areas of tax, business continuity, philanthropic, retirement, and gift & estate planning. He is a former Board member of the Rocky Mountain Society of Financial Service Professionals. Brandon was responsible for the content & administration of that Society’s continuing education programs.
After receiving a B.A. degree from Emory University, he obtained a Juris Doctorate from Washburn University School of Law in Topeka, Kansas. Afterwards, Brandon received a Master of Laws in Taxation (LL.M.) from the University of Denver College of Law Graduate Tax Program.
James Rabasca, JD
James Rabasca is a Senior Tax Specialist in the Integrated Planning Group of Summit Financial, LLC, and a member of the Professional Strategy Team*.
Jim provides guidance on estate, tax, retirement, charitable, and business planning. He is a General Securities Representative, and Registered Representative of the Financial Industry Regulatory Authority.
Jim has been an attorney for over ten years. As an attorney, he focused his practice on estate planning, business planning, and tax counseling. Jim has also provided comprehensive financial and tax counseling to corporate executives and high net worth individuals. Jim graduated from Rider University with a B.S. in Business Administration, and earned his Juris Doctorate from Seton Hall University School of Law.
David Porro, CLU, ChFC®
David Porro is Director of Insurance with Summit Financial, LLC.
David specializes in life insurance analysis, design, and planning. He holds a Chartered Life Underwriter (CLU®) designation, which denotes achievement and professional excellence in life insurance, business and estate planning. He is also a Registered Representative of the Financial Industry Regulatory Authority.
He received a B.S. in Business and Management from Boston University.
Noreen M. Brown, CFA®
Noreen M. Brown is the Chief Wealth Strategist at Summit Financial, LLC.
With almost two decades of experience in the financial industry, Noreen’s areas of specialization include alternative investments, economic and capital markets research, asset allocation, investment strategy and portfolio construction, and manager due diligence. She holds a CFA Charter, which is an internationally recognized designation of distinction for investment professionals.
Noreen earned a B.A. in Mathematics from Amherst College, and an M.B.A. in Economics from the Stern School of Business at New York University.
*Although some members of the Summit Financial Planning Team are admitted attorneys and/or CPAs, they act in a non-representative capacity. Neither they, nor any Summit entity, provides tax, accounting, or legal advice to clients. Clients should make all decisions regarding the tax and legal implications of their investments and plans with their independent tax or legal advisors.