Mark J. O’Leary

Years Experience:
  • 29

Summit Financial Resources, Inc.

4 Campus Drive, 2nd Floor

Parsippany, NJ 07054

Tel: 973-285-3600

Direct Line: 973-285-3674

Email: moleary@sfr1.com

More than 19 years of experience at Summit Financial Resources, Inc. specializing in solving problems and maximizing opportunities for high net worth families. Extensive client list including Wall Street and corporate executives and business owners; providing specialized solutions for retirees; well-integrated support staff including plan design coordinators and marketing specialist; numerous clients both domestically and within the international community. Mark lives in New Jersey and is the father of three daughters.


Specialization

  • Investment Management
  • Diversified Comprehensive Financial Planning
  • Sophisticated High Net-Worth Planning
  • Detailed Retirement Planning
  • Estate Planning
  • Insurance Planning

Business Experience

  • Principal, Summit Financial Resources, Inc.
  • Analyst, Prudential Specialized Finance Group, Newark, NJ
  • Short Options Analyst, Shearson Lehman Brothers, New York, NY