Blog

Blog

Steve Pfundstein

Steve Pfundstein is the Chief Technology Officer at Summit Financial LLC. He joined Summit’s predecessor firm in 2010 and is responsible for oversight of the technology department. With over 19 years of experience in managing teams of IT professionals in the implementation and management of enterprise networks, large scale migrations, and system implementations, Steve and […]

Read More →
Sarah Rich

Sarah Rich is the Chief Administrative Officer at Summit Financial LLC. Sarah is responsible for the oversight of Human Resources and acts as a key advisor to Senior Leadership and other valued stakeholders. She guides management and employee actions by communicating and enforcing organizational values while working closely with business heads and advisors to hire […]

Read More →
Tara Pizzutillo

Tara Pizzutillo is the Director of Investment Operations at Summit Financial LLC. She is responsible for leading the strategic development and operational oversight of the Investment Operations teams and functions. Tara provides guidance and structure to ensure consistent and superior execution while maintaining an environment of continuous optimization of team performance, systems, and processes. Tara […]

Read More →
Jenna Bloomgarden, MBA

Jenna Bloomgarden joined Summit Financial as a Director of Marketing and Advisor Development, in 2020. Previously Jenna had been with Dynasty Financial Partners most recently as a Vice President, Relationship Management supporting multiple independent advisory firm clients. Prior to Dynasty, Jenna worked at Morgan Stanley’s Graystone Consulting in client service for their institutional business. Jenna […]

Read More →
Michael Bremer

Michael Bremer joined Summit Financial LLC in 2007 as Chief Operating Officer and Vice President, and is responsible for providing the leadership, management, and vision necessary to ensure that the company has the proper operational controls, administrative and reporting procedures, and people systems in place to effectively grow the organization and ensure operating efficiency. He […]

Read More →
Barbara Hawkesworth, J.D.

Barbara Hawkesworth joined Summit Financial LLC as the Chief Legal Officer in April 2019. Most recently, Barbara had been consulting with her private practice. Prior to that, she was Managing Counsel at BNY Mellon/Pershing, Executive Director at JPMorgan Chase, and EVP-Deputy General Counsel and Chief Compliance Officer at Rochdale Investment Management. While at Rochdale, she […]

Read More →
David Porro, CLU, ChFC®

David is the Director of Insurance and has been with Summit Financial, LLC for 14 Years. He earned a B.S. from Boston University. David specializes in the design and implementation of insurance strategies to enhance the overall protection within a client’s financial plan by working closely with the Summit team of Attorney’s, CPA’s and Financial […]

Read More →
Steve Melnick, CFA®

Steve Melnick has close to 10 years of investment experience within the RIA space, most recently from Brown Advisory. At Brown Advisory, he was a Senior Research and Portfolio Analyst and worked on several investment related activities at the firm. Prior to Brown, Steven was at Dyson Capital Advisors and Cambridge Associates. Steven assists the […]

Read More →
James Rabasca, J.D.

James Rabasca is a Senior Tax Specialist in the Integrated Planning Group of Summit Financial LLC. Jim provides guidance on estate, tax, retirement, charitable, and business planning. Prior to joining Summit, he was a Vice President/Account Manager at Ayco, a Goldman Sachs Company, where he provided comprehensive financial and tax counseling to corporate executives and […]

Read More →
Craig Weiss

Craig Weiss is the Chief Compliance Officer at Summit Financial LLC. He joined Summit’s predecessor firm in this role in 2017. Craig is responsible for the overall development and implementation of Summit’s compliance program. He is also the Chief Compliance Officer of an affiliated limited purpose broker-dealer, LS Securities LLC. With almost three decades of […]

Read More →
Brandon Smith, J.D., LL.M.

Brandon Smith joined Summit Financial as the Director of Integrated Planning Group. Brandon will lead the Integrated Planning Group and continue to develop strategies and expertise for our Financial Advisors. Brandon served as an Executive Officer for Grayhill LLC cumulatively for over 18 years which allowed him to partner with established Financial Advisors to develop […]

Read More →
Noreen Brown, MBA, CFA®

Noreen Brown is the Co-Chief Investment Officer at Summit Financial LLC. She is responsible for the development and ongoing oversight of Summit’s investment offerings. Noreen also works with the investment team to create newsletters, whitepapers, and portfolio updates and is a resource for advisors on client portfolio design and investment strategies. With more than two […]

Read More →