Summit Financial Resources, Inc.
4 Campus Drive, 2nd Floor,
Parsippany, NJ 07054
Direct Line: 973-285-4496
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.
- Alfred University, BA 1986
- Wealth Management
- Tax Efficient Insurance Planning
- Building Self-Pensions
- Retirement and Legacy Planning
- 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