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Summit Financial Resources

Company Name

Summit Financial Resources

Main Industry

Finance

Website

www.summitfinancial.com

Contact Information

Red Bank, New Jersey Office

1 Harding Rd Ste 100, Red Bank, New Jersey, 07701, United States

(732) 345-7230

Danbury, Connecticut Office

100 Mill Plain Rd, Danbury, Connecticut, 06811, United States

(203) 744-8888

White Plains, New York Office

1025 Westchester Ave Ste 318, White Plains, New York, 10604, United States

Summit Financial Resources Profile and History

As an independent wealth management firm for almost 40 years, Summit Financial and its affiliates are proud to continue their legacy of guiding clients toward financial success by aligning extensive experience with a forward-thinking philosophy, adapting to industry changes for the sake of best serving our clients now and well into the future. With customized, holistic and hands-on advice, we turn life's aspirations into success stories. Our financial advice focuses on individual needs and values, not industry norms.

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Summit Financial Resources

Summit Financial Resources Inc

Summit Financial Resources LP

Summit Financial

Summit Financial - Corp

Revenue

$71.8 M

Employees

285

Founded

1982

Primary Industries

Funding History

Summit Financial Resources raised a total of $2 M in funding over 1 rounds.

Summit Financial Resources Executive Team & Key Decision Makers

Name & TitleContact Info
Mara Stempler
Mara Stempler

Chief Financial Officer

❅❅❅❅@sfr1.com

(570) ❅❅❅-❅❅❅❅

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Steven Weinman

❅❅❅❅@sfr1.com

(973) ❅❅❅-❅❅❅❅

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Barbara Hawkesworth
Barbara Hawkesworth

Chief Legal Officer

❅❅❅❅@sfr1.com

(973) ❅❅❅-❅❅❅❅

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Sarah Rich
Sarah Rich

Chief Administrative Officer

❅❅❅❅@sfr1.com

(973) ❅❅❅-❅❅❅❅

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Michael Bremer
Michael Bremer

Chief Operations Officer

❅❅❅❅@sfr1.com

(570) ❅❅❅-❅❅❅❅

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Kevin Barry
Kevin Barry

Chief Investment Officer

❅❅❅❅@sfr1.com

(908) ❅❅❅-❅❅❅❅

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Craig Weiss
Craig Weiss

Chief Compliance Officer

❅❅❅❅@sfr1.com

(201) ❅❅❅-❅❅❅❅

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Peter Morrison
Peter Morrison

Managing Director

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David Weinerman
David Weinerman

Managing Director, Financial & Global Wealth Management Advisor

❅❅❅❅@sfr1.com

(201) ❅❅❅-❅❅❅❅

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Keith Soltis
Keith Soltis

CO-General Agent, Managing Director

❅❅❅❅@sfr1.com

(973) ❅❅❅-❅❅❅❅

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Jenna Bloomgarden
Jenna Bloomgarden

Director, Marketing & Development Advisor

❅❅❅❅@sfr1.com

(347) ❅❅❅-❅❅❅❅

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Recently Updated Team Members

Name & TitleContact Info
Michael Dempsey
Michael Dempsey

Marketing Coordinator

❅❅❅❅@sfr1.com

(315) ❅❅❅-❅❅❅❅

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Kevin Barry
Kevin Barry

Chief Investment Officer

❅❅❅❅@sfr1.com

(908) ❅❅❅-❅❅❅❅

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Saurabh Saini
Saurabh Saini

Financial Representative

❅❅❅❅@sfr1.com

(914) ❅❅❅-❅❅❅❅

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Sheryl DeTombeur
Sheryl DeTombeur

Executive Assistant

❅❅❅❅@sfr1.com

(973) ❅❅❅-❅❅❅❅

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Jacques Pretorius
Jacques Pretorius

Audit Consultant

❅❅❅❅@summitfin.co.za

+27 ❅❅ ❅❅❅ ❅❅❅❅

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Keith Soltis
Keith Soltis

CO-General Agent, Managing Director

❅❅❅❅@sfr1.com

(973) ❅❅❅-❅❅❅❅

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Michelle Fuller
Michelle Fuller

Executive Assistant

❅❅❅❅@sfr1.com

(973) ❅❅❅-❅❅❅❅

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Barbara Hawkesworth
Barbara Hawkesworth

Chief Legal Officer

❅❅❅❅@sfr1.com

(973) ❅❅❅-❅❅❅❅

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Gregory Jandoli
Gregory Jandoli

Private Wealth Advisor

❅❅❅❅@sfr1.com

(973) ❅❅❅-❅❅❅❅

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Erica Perez
Erica Perez

Administrative Assistant

❅❅❅❅@sfr1.com

(908) ❅❅❅-❅❅❅❅

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Chantelle Cervantes
Chantelle Cervantes

Accounting Consultant

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Lucas Curcio
Lucas Curcio

Billing Coordinator

❅❅❅❅@sfr1.com

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Becky Price
Becky Price

HR Manager, Accounting

(908) ❅❅❅-❅❅❅❅

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Michele Clark
Michele Clark

Field Underwriter

❅❅❅❅@sfr1.com

(973) ❅❅❅-❅❅❅❅

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Top Summit Financial Resources Integrations and Technologies

Here's a list of some of the top trending technologies and APIs used by Summit Financial Resources.

Web Analytics

(5 Technologies)

Other Communication and Collaboration Software

(4 Technologies)

Frameworks and Libraries

(3 Technologies)

Programming Languages

(3 Technologies)

Other Web Tools and Plugins

(3 Technologies)

Summit Financial Resources Email Formats

ParameterSample EmailPercentage

Summit Financial Resources Top Competitors

CompanyEmployeesRevenueTop technologies
Mercer Global Advisors Inc

Mercer Global Advisors Inc

386$92.5 M
The Colony Group LLC

The Colony Group LLC

168$38 M
Lutz Co

Lutz Co

251$41.9 M
Independent Financial Partners

Independent Financial Partners

410$92.7 M
RMB Capital Management LLC

RMB Capital Management LLC

154$88.2 M

What is Summit Financial Resources revenue?

Summit Financial Resources revenue is $71.8 M

How many employees does Summit Financial Resources have?

Summit Financial Resources has 285 employees

What are Summit Financial Resources’s primary industries?

Summit Financial Resources’s main industries are: Finance, Investment Banking

Who is Summit Financial Resources’s CEO?

Summit Financial Resources’s CEO is Steven Lieberman

What are some additional names or alternative spellings that users use while searching for Summit Financial Resources?

Summit Financial Resources appears in search results as Summit Financial Resources, Summit Financial Resources Inc, Summit Financial Resources LPSummit Financial, Summit Financial - Corp...See More