Investment Team
through Summit Financial Resources, Inc.
Steven Weinman, CPA, MBA
Years Experience - 36
Specialization:
- Estate Strategies
- Investment Strategies
- Business Structuring
Noreen M. Johnston, CFA®, MBA
Years Experience - 21
Specialization:
- Investment Strategies
- Economic and Capital Market Analysis
- Manager Review
Robert Lamberti, CFA®, MBA
Years Experience - 19
Specialization:
- Investment Strategies
- Economic Analysis
- Security Analysis
- Separate Account Mgmt.
Daniel Chohen
Years Experience - 21
Specialization:
- Investment Analysis
- Portfolio Construction
- Risk Management
- Macroeconomic Research
- Derivatives
