Professional Staff of Summit Financial Resources, Inc.
Steven Weinman, CPA
Years Experience: 25
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 Chief Investment Officer, Summit Financial Resources, Inc.
• Chairman and President, Summit Equities, Inc.
• President, T.R. Winston and Company
• Coopers & Lybrand
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Frederick R. Stubbs, CFP®
Years Experience: 38
Education:
• Rutgers University, BA
Specialization:
• Risk Management
• Fringe Benefits
• Elder Care
Business Experience:
• CAO, Summit Financial Resources, Inc.
• Management Member Board of Directors
• Connecticut General Life Insurance Company
Personal:
Married with two children, Finance Commitee member of the Glen Ridge Country Club, and Chairperson of Local Church’s Trustees
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Brian D. Loreti, JD, LL.M
Specialization:
• Estate Tax and Insurance Planning
• Individual Income Tax Planning
• Business Tax Planning and Structuring
Business Experience:
Associate Attorney, Law Offices of Harvey R. Poe, PA Tax Planning Manager, Baker Industries Tax Planning Manager, The Mutual Benefit Life Insurance Company
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Rembert D. McNeer, JD, CPA
Years Experience: 30
Education:
• University of North Carolina, Chapel Hill, JD
• University of North Carolina, Chapel Hill, BA
Specialization:
• Estate and Income Tax Planning
• Business Structuring
Business Experience:
• President and CFO, Summit Financial Resources, Inc., Member Board of Directors
• Corporate Finance, E.F. Hutton Co.
• Director of Taxes, Arthur Young & Co.
• Tax Specialist, Coopers & Lybrand
Personal:
Married with three children. Active in men’s soccer league, Scuba diver
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Joseph F. Rowek, JD, LL.M
Years Experience: 33
Education:
• New York University School of Law, LL.M Taxation
• St. Mary’s University School of Law, JD
• Fairleigh Dickenson University, BS-Accounting
Specialization:
• Estate and Income Tax
• Insurance Structuring
• Business Succession Planning
Business Experience:
• Counsel, Mutual Benefit Life Insurance Company
• Estate Tax Attorney, Internal Revenue Service
• Main LaFrentz & Co., CPAs
Personal:
Married with three children.; President, Charitable Society of St. Ann Melkite Catholic Church. Enjoys baseball, golf, and hiking.
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Michael S. Mirone, JD, LL.M
Specialization:
• Estate, Gift and Income Taxation
Business Experience:
• Tax/Trusts & Estates Attorney – Norris, McLaughlin & Marcus, P.A.
• Corporate Counsel to Several Family-Owned Businesses
Personal:
Member – N.J. State Bar Assocation. Married with one child.
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Robert W. Lamberti, CFA
Education:
Purdue University, BS
Temple University, MBA
Specialization:
Investments and Allocation Design
Business Experience:
Bob has 15 years of financial experience including managing large cap growth, core, and value portfolios as well as two mutual funds. Previous to joining our team, Bob was Director of Asset Management at HBK Sorce Financial, a financial planning and investment advisory firm based in Pennsylvania.
