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Steven W. Lieberman, MBA, CFP®
Summit Financial Resources, Inc.
Principal - The Private Client Group
4 Campus Drive, 2nd Floor
Parsippany, NJ 07054
Tel: 973-285-3600 Direct Line 973-285-3637
slieberman@sfr1.com
Education:
• Wharton School of Business, University of Pennsylvania,
MBA Finance (Honors)
• Wharton School of Business, University of Pennsylvania,
BS Economics (Honors)
Specialization:
• Comprehensive Family Wealth Planning
• Investment Management
• Asset Protection and Estate Planning
• Retirement Planning
Please Visit
The Private Client Group's Wealth Management Solution
Business Experience:
• Temple, Barker & Sloane, Boston, MA - Strategy/Mergers
and Acquisitions
• Cresap, McCormick & Paget, New York, NY - Strategy
Consulting
• Bell Atlanticom Systems, Princeton, NJ
Start-up Telecom Company
Personal:
• Volunteer Board Member, numerous charitable
organizations and societies
• Member, NALU; Essex County Estate Planning Council
• Member, FPA - Financial Planning Association
• Former Member Board of Trustees and Investment
Committee JCF of Metro West
• Former Member Board of Trustees, Wharton Club of NJ,
Penn Club of Metro New Jersey
• Member, Penn Club of New York, Wharton Club of NY
• Member, UJA Ben Gurion and Lester Societies
National Cabinet
• Founder, Simcha Chai
• Active Volunteer, Lighthouse International and Juvenile
Diabetes Foundation
• Elected Member, Board of Trustees, GBCC
• Married with identical twin daughters and a son
