ParkHaven Team

Steven Weinman, MBA

President, Co-Chief Investment Officer, Summit Financial

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Steven Weinman is the President of Summit Financial. He has been affiliated with Summit's predecessor and affiliated entities (Summit Equities, Inc., Summit Financial Resources, Inc., Summit Risk Management, Inc., and their affiliates) since 1982. Steven has general management oversight for the company. He serves as the CEO of Summit Risk Management, LLC (SRM), an affiliated company licensed to sell various insurance products and operating as the insurance vehicle for Summit. Steven is also the CEO of a limited purpose broker-dealer, LS Securities LLC (LSS). He received his BS from Fairleigh Dickinson University and his MBA from NYU.

Noreen Brown, CFA

Co-Chief Investment Officer, Summit Financial

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Noreen Brown is the Co-Chief Investment Officer at Summit Financial LLC. She is responsible for the development and ongoing oversight of Summit's investment offerings and works with the investment team to create newsletters, whitepapers, and portfolio updates. With more than two decades of investment advisory and asset management experience, Noreen's areas of specialization include alternative investments, investment research, asset allocation, portfolio construction, and manager due diligence. She holds a B.A. in Mathematics from Amherst College, an M.B.A. from NYU Stern, and is a CFA® Charter holder.

Steven Melnick, CFA

Deputy Chief Investment Officer, Summit Financial

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Steve Melnick, CFA has nearly 15 years of investment experience within the private wealth sector, most recently from Brown Advisory, where he served as a Senior Research Analyst in the centralized Investment Solutions Group. Steve helps lead the Investment Team's due diligence efforts, authors regular market commentary, and offers investment support to Summit's advisor base. He holds a BBA in Finance from George Washington University and is a CFA Charter holder.

David Porro, CLU®, ChFC®

Director of Insurance, Summit Financial

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David is the Director of Insurance and has been with Summit Financial LLC for 14 years. He specializes in the design and implementation of insurance strategies (Life, Disability and Long-Term Care), working closely with the Summit team of attorneys, CPAs, and Financial Planners to enhance the overall protection within a client's financial plan. He earned a B.S. from Boston University.

Brandon Smith, J.D., LL.M.

Co-Director, Integrated Planning Group, Summit Financial

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Brandon Smith joined Summit Financial as Co-Director of the Integrated Planning Group. He leads the group and develops planning strategies and expertise for Financial Advisors. Brandon previously served as an Executive Officer at Grayhill LLC, partnering with advisors on advanced wealth transfer plans and comprehensive planning. He earned a B.A. from Emory University, a J.D. from Washburn University of Law, and an LL.M. in Taxation from the University of Denver College of Law.

James Rabasca, J.D.

Co-Director, Integrated Planning Group, Summit Financial

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James Rabasca is Co-Director of the Integrated Planning Group. Jim provides guidance on estate, tax, retirement, charitable, and business planning. Prior to Summit, he was VP/Account Manager at Ayco, a Goldman Sachs Company, and previously practiced as an attorney focused on taxation, business planning, and estate planning. He earned a B.S. from Rider University and his J.D. from Seton Hall University School of Law.

Natassia Najman, J.D.

Senior Planning Specialist, Summit Financial

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Natassia Najman is a Senior Planning Specialist in the Integrated Planning Group. She employs her expertise in estate planning strategies to support Financial Advisors and their clients. She previously served as Associate Trusts and Estates Advisor at Rockefeller Capital Management, and prior to that in private practice as a Trusts, Estates and Tax Attorney. She earned a B.A. from the University of Miami and a J.D. from Quinnipiac University School of Law.

Frank Bardales

Financial Planner, Summit Financial

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Frank is a senior member of the financial planning department and has been part of the Integrated Planning Group for over nineteen years. His primary focus is to design and model advanced wealth-transfer strategies and to perform comprehensive financial plans for the wealth advisors.

Brian Abbott

Financial Planner, Summit Financial

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Brian J. Abbott is a financial planner for the Integrated Planning group at Summit. Prior to Summit, he was a financial advisor at Prudential, specializing in tailored strategies to help clients grow their wealth, plan for retirement, and achieve their goals. He holds an A.A.S in Business Management.

Joseph Cecere, MBA, CFA

Senior Investment Analyst, Summit Financial

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Joe Cecere, CFA has nearly five years of experience within the private wealth sector. He plays an integral role in the Investment Team's due diligence process with a focus on private markets, authors regular investment market commentary, and provides multifaceted support to Summit's advisor base. He holds a B.A. in Economics from Georgetown, an MBA from Rutgers, and is a CFA charter holder.

Jason Huang, MA

Senior Investment Analyst, Summit Financial

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Jason Huang has approximately five years of experience in investments and portfolio management. He is engaged in the full lifecycle of private alternative investments (strategy research, due diligence, portfolio monitoring, and advisor support) and contributes to Summit's economic analysis and investment commentary. He holds a B.A. in Economics from National Chengchi University (Taiwan) and an M.A. in Economics from NYU.

Matthew Pranaitis, CFA, CAIA

Investment Analyst, Summit Financial

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Matthew Pranaitis, CFA, CAIA has nearly 10 years of investment experience within the private wealth management sector. On Summit's Investment Team, Matt supports due diligence on public equity markets, taxable fixed income, equity tax solutions, and hedge funds. He holds a BBA in Finance from Seton Hall University and is a CFA and CAIA Charter holder.

Niko Piccolo

Investment Analyst, Summit Financial

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Niko Piccolo, MBA joined the Summit Investment Team in 2024, bringing nearly 5 years of investment experience within the private wealth sector, most recently with Corient. He graduated Magna Cum Laude from Seton Hall University with a B.S. in Mathematical Finance and an MBA in Finance and Wealth Management.

Michael Dell'Angelo

Investment Operations Analyst, Summit Financial

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Michael Dell'Angelo has nearly 3 years of experience in banking and wealth management. On the investment team, Michael bridges operations and the investment team, helping to streamline processes and communicate investment-team decisions company-wide. He holds a B.A. in Business Administration with a concentration in Finance from NJIT and is studying to become a CFA charterholder.