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Summit Financial

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Summit Financial, LLC, delivers comprehensive fee-based financial planning services to high net worth individuals such as successful business owners, Wall Street executives, members of the entertainment industry, sports figures and high net worth individuals from all industries.

Industries

Headquarters

Parsippany-Troy Hills, United States

Employees

Links

Org chart

CEO

Stan Gregor

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COO

CFO

Barbara Hawkesworth

Chief Legal Officer

CAO

Steve Pfundstein

CTO

Co-chief Investment Officer

CO-General Agent, Managing Director

President

Director of Growth & Business Development

Director of Insurance

Director of Integrated Planning Group

Tara Pizzutillo

Senior Director Of Operations

Steve Lieberman

President And CEO Of The Private Client Group ~ Wealth Management, LLC

Barbara Matin Hawkesworth

Chief Legal Officer

Client Relationship Manager

Executive Assistant

Michael Giannotto Cams

Senior Compliance Officer

Director Of Investment Management

Diamant Gjonbalaj

Investment Analyst

Jessie Marmolejo

Senior Investment Specialist

Investment Analyst

Teams

Investment Team

16 members

Financial Planning and Wealth Management

11 members

Leadership Team

9 members

Marketing and Business Development

5 members

Finance and Legal Team

5 members

IT and Engineering

5 members

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