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®
Steven W. Lieberman is a Principal of Summit Financial, LLC, one of the largest independent financial planning and wealth management firms in the greater New York City area and Senior Managing Director and Founder of The Private Client Group.
Steve has been a financial advisor for nearly 25 years, specializing in providing clients with a range of sophisticated wealth management services, including comprehensive financial planning, investment management, risk management, estate planning and retirement planning.
After graduating from the Wharton School of Business with his Bachelor’s Degree (BS) in Economics, Steve earned his Masters of Business Administration (MBA) in Finance from the Wharton School of Business. Steve has been an active Board Member and/or Investment Committee member of numerous charitable organizations, clubs and societies.
Steve is a member of the UJA Ben Gurion and Lester Societies, and is a National Cabinet alum. He has been a member of the Essex County Estate Planning Council, NALU and Financial Planning Association (FPA), as well as the Wharton Club of New Jersey and the Penn Clubs of Metro New Jersey and New York. He is a founder of Simcha Chai and an active patron of Weizmann Institute of Science, Stand with Us, AIPAC, Chai Lifeline and Juvenile Diabetes. Steve is a member of The Genius Network and The Behavioral Finance Network.
Steve currently resides in Short Hills, NJ with his wife, identical twin daughters and son.
Steven Weinman, CPA, MBA, APC
Steven Weinman is Chairman 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.
Robert W. Lamberti, CFA
Robert Lamberti is Vice President of Investments at Summit Financial, LLC.
With almost two decades of experience in equity research and portfolio management, Bob is responsible for investment, market, and economic analysis, portfolio design, separate account management, and due diligence. He holds a CFA Charter, which is an internationally recognized designation of distinction for investment professionals.
Bob earned a B.S. in Chemical Engineering from Purdue University, and an M.B.A. with a concentration in finance, asset management, security valuation, and portfolio theory from Temple University.
Brian Loreti, J.D., LL.M.
Brian Loreti is a Senior Staff Attorney of the Professional Strategy Team with Summit Financial, LLC.
With almost three decades of experience, Brian’s areas of expertise include estate and tax planning, business structuring, and joint venture-partnership taxation. He is a Licensed Producer with the New Jersey Department of Banking and Insurance, Registered Representative and a General Securities Principal of the Financial Industry Regulatory Authority, and member of the New Jersey State Bar Association.
Brian earned a B.A. in Political Science from University of Connecticut, a Juris Doctorate from Capital University Law School, and a Master of Laws in Taxation (LL.M.) from Boston University School of Law.
Paul Mascia, CLTC
Paul Mascia is a Long-Term Care Consultant with Summit Financial, LLC.
For the past two decades, Paul has specialized in long-term care insurance, Medicare and Medicaid, and elder care issues. He holds a Certification in Long Term Care. In addition, Paul is a representative for the National Care Planning Council.
Paul graduated from Yale University.
Michael Mirone, J.D., LL.M.
Michael Mirone is a Senior Staff Attorney of the Professional Strategy Team with Summit Financial, LLC.
With more than 15 years of experience in law and finance, Michael has expertise in estate, gift, and income tax planning, asset protection, business succession planning, and life insurance. He is a General Securities Principal, Registered Representative of the Financial Industry Regulatory Authority, and member of the New Jersey State Bar Association.
Michael earned a B.S. from Boston University, a Juris Doctorate from Seton Hall University School of Law, and a Master of Laws in Taxation (LL.M.) from New York University School of Law.
David Porro, CLU
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. Johnston, CFA
Noreen M. Johnston is Director of Research with 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.
Rick Carrier is an Investment Strategist with Summit Financial, LLC.
With 25 years of experience in the securities industry, Rick is responsible for providing portfolio analysis, as well as assisting on the Summit trading desk. Rick also is a member of the Summit Investment Committee. He is a General Securities Principal and Registered Representative of the Financial Industry Regulatory Authority.
Rick received a B.A. in Business Administration from Rutgers University, and an M.B.A. in Finance from Seton Hall University.