Summit Financial Resources, Inc.
4 Campus Drive, 2nd Floor
Parsippany, NJ 07054
Direct Line: 973-285-4530Email: email@example.com
He is a Senior Executive with almost 30 years of experience in Banking, Private Wealth Management, Investment Management, Fiduciary Trust Services, Fixed Income Trading, Investment Banking, Retirement Services, Insurance, Financial Planning and Public Finance. Stan has been involved in acquiring and integrating some of the largest and most complicated Banking, Wealth Management, Insurance and Capital Markets businesses and cultures with a demonstrated track record of increasing productivity, profitability and share holder value.
Most recently, Stan was the founder and Co-CEO of Cantor Fitzgerald Wealth Partners (CFWP). Under his leadership, CFWP grew to over $5 Billion in assets in less than two years through several strategic acquisitions of RIA’s, independent advisors and wirehouse teams.
Prior to joining Cantor Fitzgerald, Stan was the Head of Wells Fargo Wealth Management -Eastern US Markets and President of Wachovia Wealth Markets. He provided executive leadership to the Eastern U.S. Markets and headed up the Wealth Insurance Division overseeing: The Private Bank, Wealth Brokerage, Investment Management, Fiduciary Trust Services, Financial Planning and Insurance. He was responsible for leading nearly 5,000 team members generating revenues of $2.5 billion with $69 billion of investment fee based AUM, $19 billion of deposit balances, and $16 billion of loans.
Prior to Wachovia, Stan was CEO of Commerce Capital Markets where he directed Private Wealth Management, Brokerage, Asset Management, Fixed Income Trading, Derivatives, Investment Banking, Retirement Services, Insurance and Public Finance.
Subsequently, Stan was CEO of Quick and Reilly(Q&R)and was one of the visionaries that transformed Q&R from a transactional discount broker to a full service advisory Company. Q&R was acquired by Bank of America, Stan stayed on as co-CEO of Bank of America Investment Services until 2005.
Over the nearly decade at Citigroup, Stan has several senior executive level roles leading different divisions including Consumer Banking, Private Wealth Management and Citigroup as Northeast Group Executive Vice President.