Chairman & Chief Investment Officer

Years Experience: 31

Summit Financial Resources, Inc.
4 Campus Drive, 2nd Floor
Parsippany, NJ 07054
Tel: 973-285-3600
Direct Line: 973-285-3599
sweinman@sfr1.com

Steven Weinman, CPA, MBA, APC

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