Steven Weinman, CPA, MBA, APC
Years Experience:
- 31
President and Chief Investment Officer
Summit Financial, LLC
4 Campus Drive, 2nd Floor
Parsippany, NJ 07054
Tel: 973-285-3600
Direct Line: 973-285-3599
Email: sweinman@sfr1.com
Education
- New York University Graduate School of Business, MBA Finance
- New York University Graduate School of Business, APC Tax Program
- Fairleigh Dickinson University, BS Accounting
Specialization
- Investment Strategies
- Estate and Income Tax
- Business Structuring
Business Experience
- Chairman and President, Summit Financial Resources, Inc.
- Chairman and President, Summit Equities, Inc.
- President, T.R. Winston and Company
- Coopers & Lybrand