Investment Leader
16 Consecutive Years (2002 – present)
Steven W. Lieberman is Recognized as Summit Financial Resources Inc.’s Investment Leader for an Unprecedented 16th Consecutive Year!
PARSIPPANY, N.J., March 23, 2018/PRNewswire/ — One of the preeminent financial planning and wealth management firms in the greater New York City area, Summit Financial Resources, Inc., announced that Steven W. Lieberman, MBA, CFP® was, once again, named the firm’s Investment Leader. For 16 years, he and The Private Client Group, which he established, have consistently held this recognition as Summit’s top-ranking investment management practice.
As a financial advisor for over 25 years, Mr. Lieberman specializes in providing clients with a range of sophisticated wealth management services, including comprehensive financial planning, investment management, risk management, estate planning and retirement planning. The award recognizes Mr. Lieberman as the leader of Summit Financial Resources, Inc.’s most productive investment management practice.
Mr. Lieberman graduated from the Wharton School of Business with both his Bachelor’s Degree (BS) in Economics and his Masters of Business Administration (MBA) in Finance. He has been a perennial member of the firm’s Investment Committee and has served as an active Board Member and/or Investment Committee Member of various charitable organizations, clubs and societies.
Mr. Lieberman 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 was the founder of Simcha Chai and is an active patron of Juvenile Diabetes, StandWithUs, Weizmann Institute of Science, Chai Lifeline and AIPAC.
He resides in Short Hills, NJ with his wife, identical twin daughters and son.
About Summit Financial Resources, Inc.
Established in 1982 and headquartered in Parsippany, New Jersey, Summit Financial Resources, Inc., and Summit Equities, Inc. Member FINRA/SIPC are privately owned financial planning and wealth management firms with over 250 professionals and support personnel and advise clients on over $3 billion in assets. The firm’s multi-disciplined approach to financial planning (combining expertise in estate planning, business planning, investment planning, retirement planning, fringe benefits and insurance) is designed to give clients a coordinated and comprehensive set of solutions to the financial problems faced by successful individuals today. For more information, visit www.thepcg.com.
Securities and Investment Advisory Services offered through Summit Equities, Inc., Member FINRA/SIPC. 4 Campus Drive, Parsippany, NJ 07054/ 973-285-3600.
SOURCE Summit Financial Resources, Inc. 20180319-278
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