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Parsippany, New Jersey, July 12, 2021 /PRNewswire/ – One of the outstanding private wealth management companies, Summit Financial LLC announced, Steven W. Lieberman, MBA, CFP® was named the company’s investment leader in 2020.
For 20 years, he has been recognized as the leader of Summit’s top investment management practices.
Mr. Lieberman specializes in providing clients with ever-expanding complex wealth management and family office services, including comprehensive planning, investment management, retirement planning, family philanthropy, family governance and education, asset protection and estate planning.
Mr. Lieberman graduated from the Wharton School of Business with a Bachelor of Economics (BS) and a Master of Business Administration (MBA) in Finance. He has been an active board member and/or investment committee member of numerous private companies…
The full story on Benzinga.com
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