Family Office

Summit Financial (SF)

Summit Financial (formerly Summit Equities) is a US investment management firm founded in 1982 and headquartered in Parsippany, New Jersey.Co-CIOs Steven Weinman and Noreen Brown oversee the firm's investment strategy. Weinman has been with the firm since its establishment and currently serves as the CEO of Summit Risk

Assets Under Management
$10B+
Headquarters
Parsippany, New Jersey
Asset classes & sectors
CommercialCommercial / DiversifiedDiversified

Decision-makers

Steven Melnick
Deputy Chief Investment Officer
Niko Piccolo
Investment Analyst
Andrew Desind
Investment Analyst
William Ryan Steidl
Investment Analyst
John Le Roy
Private Wealth Advisor & Investment Committee Member
Nicholas Farro
Investment Analyst
Christopher Stappas
Private Wealth Advisor & Investment Committee Member
Kenneth D. Durfee
Private Wealth Advisor & Investment Committee Member
Diamant G.
Investment Analyst
Joseph Cecere
Senior Investment Analyst
Noreen Brown
Co-Chief Investment Officer
Steven Weinman
President & Co-Chief Investment Officer
Members only

Unlock contacts, warm paths & full holdings

See who to reach, how you're connected, the check sizes, and the full mandate — across Summit Financial (SF) and 500k+ investors and LPs.

Get access

More family offices in Parsippany, New Jersey