Ed Friedman

Director of Growth & Business Development at Summit Financial

Ed Friedman is the Director of Business Development and Growth at Summit Financial LLC. Friedman is a financial services industry veteran with decades of experience in advancing advisor’s practices and supporting their growth. He will work closely with the executive management team and report to Summit Financial CEO, Stan Gregor. Prior to Summit, Ed Friedman ran his own consulting business providing consulting services, including operational, business, growth and technology strategies to Independent Wealth Management firms and the strategic vendors who support them. Ed was the National Director of Practice Management and the former Director of the Enterprise Group with a focus on wealth management firms in excess of $1 Billion in assets, at Dynasty Financial Partners. Ed was also part of the founding management team at HighTower Advisors heading up business development and advisor development. Before the launch of HighTower, Ed had a 22-year career at Morgan Stanley, and its predecessor firm, with roles as a financial Advisor, branch manager and senior executive management. Ed is a graduate of Rutgers University with a BA in Business and Finance.

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  • Director of Growth & Business Development

    Current role

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