Actieve functies van Steven Weinman
| Bedrijven | Functie | Begin | Einde |
|---|---|---|---|
Summit Financial LLC
 Summit Financial LLC Investment ManagersFinance Summit Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Parsippany, New Jersey. Formerly known as National Wealth Advisors, Inc., the firm was founded in 2018 and has succeeded from the advisory businesses of Summit Equities, Inc. which was established in 1991. They are a wholly-owned by Summit Financial Holdings LLC, which is owned by Summit Financial Services LLC. Summit Financial offers investment advisory services to individuals, high net-worth individuals, corporations and/or business entities, pension and profit-sharing plans, and charitable organizations. | Directeur/Bestuurslid | 01-11-2018 | - |
| President | 01-11-2018 | - | |
| Hoofd van Private Banking | 01-11-2018 | - | |
| Chief Investment Officer | 01-11-2018 | 01-08-2022 |
Loopbaan van Steven Weinman
Eerdere bekende functies van Steven Weinman
| Bedrijven | Functie | Begin | Einde |
|---|---|---|---|
Summit Equities, Inc.
 Summit Equities, Inc. Investment ManagersFinance Founded in 1982, Summit Equities, Inc. is an SEC-registered investment advisor and securities broker-dealer located in Parsippany, New Jersey. The firm is a Member FINRA/SIPC. They provide investment advice and/or management supervisory services to the individuals, high net-worth individuals, corporations and/or business entities and pension & profit sharing plans. | Algemeen Directeur | 01-11-1982 | 01-01-2018 |
| Voorzitter | 01-11-1982 | 01-11-2018 | |
| Chief Investment Officer | 01-01-2017 | 01-11-2018 | |
| Portefeuillebeheerder-Aandelen | 01-11-1982 | 01-11-2018 | |
| President | 01-11-1982 | 01-01-2017 |
Opleiding van Steven Weinman
| Fairleigh Dickinson University | Undergraduate Degree |
| The Leonard N Stern School of Business | Masters Business Admin |
Statistieken
Internationaal
| Verenigde Staten | 5 |
Operationeel
| Chief Investment Officer | 2 |
| President | 2 |
| Chief Executive Officer | 1 |
Sectoraal
| Finance | 3 |
| Consumer Services | 3 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
Summit Equities, Inc.
Summit Equities, Inc. Investment ManagersFinance Founded in 1982, Summit Equities, Inc. is an SEC-registered investment advisor and securities broker-dealer located in Parsippany, New Jersey. The firm is a Member FINRA/SIPC. They provide investment advice and/or management supervisory services to the individuals, high net-worth individuals, corporations and/or business entities and pension & profit sharing plans. | Finance |
Summit Financial LLC
Summit Financial LLC Investment ManagersFinance Summit Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Parsippany, New Jersey. Formerly known as National Wealth Advisors, Inc., the firm was founded in 2018 and has succeeded from the advisory businesses of Summit Equities, Inc. which was established in 1991. They are a wholly-owned by Summit Financial Holdings LLC, which is owned by Summit Financial Services LLC. Summit Financial offers investment advisory services to individuals, high net-worth individuals, corporations and/or business entities, pension and profit-sharing plans, and charitable organizations. | Finance |
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