Marty McGinley

Summit Financial Resources, Inc.


4 Campus Drive, 2nd Floor,

Parsippany, NJ 07054

Tel: 973-285-3600

Direct Line: 973-285-4496

Email: mmcginley@sfr1.com

Marty and his wife Jennifer live in Haworth NJ with their 4 children Max, Hanna, Quinn and Abby. Marty has over 20 years of experience in the financial services industry catering to institutional buy-side clients. In 2014 Marty transitioned into the private wealth management space at Summit Financial Resources, leveraging his knowledge and understanding to help clients with a comprehensive set of planning solutions to the financial challenges faced by individuals, families and businesses today.


Education

  • Alfred University, BA 1986

Specialization

  • Wealth Management
  • Tax Efficient Insurance Planning
  • Building Self-Pensions
  • Retirement and Legacy Planning

Business Experience

  • GFI Group, Inc. 2008-Institutional Equity Sales Trader 2008-2014
  • Knight Capital Markets, Institutional Equity Sales Trader 1997-2006
  • Spear Leeds and Kellogg, Market Maker/Sales Trader 1989-1997