Summit Financial Resources, Inc.
4 Campus Drive, 2nd Floor
Parsippany, NJ 07054
Tel: 973-285-3600
Direct Line: 973-285-3621
dgross@sfr1.com

Donald K. Gross

Education:
• Wharton School, BSE Finance and Multinational Enterprise
• Wharton School, MBA, Finance and Marketing

Specialization:
• Hedge Fund Advisory Group
• Income Tax Minimization
• Asset Protection
• Family Wealth Management
• Structuring/Monetization
• Succession / Operating Agreements / Key Employee Retention
• Alternative Investments

Business Experience:
• Co-Founder, Dunbar Capital Management Hedge Fund of Funds
• Managing Member, Global Equity Holdings, LLC
• Private Investor, Various Operating Businesses, PE, HFs
• Salomon Brothers, Sales and Trading
• Citigroup Treasury