The strategies developed for clients of Conway Wealth Group at Summit Financial Resources capitalize on the experience and knowledge of a diverse and highly-qualified team of professionals.
Summit’s seasoned team of specialists includes: (from left to right)
Rob Slomin
Chief Compliance Officer
Steven Weinman, CPA®
Chairman
Steve Pfundstein
IT Manager
Michael Bremer
Vice President Operations
Robert Lamberti, CFA®
Vice President Investments
Joseph Rowek J.D., LL.M.
Vice President
Brian Loretti J.D., LL.M.
David A. Porro, CLU
Director of Insurance
Stan Gregor
Chief Executive Officer
Michael S. Mirone J.D., LL.M.
Noreen Johnston, CFA®
Director of Research
Mara Stempler
Chief Financial Officer
Miriam Lefkowitz
Chief Legal Officer
Sarah Rich
Director of HR
Vince J. Neuheimer
Director of Sales & Development
