Industry veteran Ed Friedman has joined Summit Financial, an independent wealth management firm in Parsippany, N.J., as head of business development and growth, the company announced today.
In his new role, Friedman will work closely with the executive management team to advance the growth of SummitVantage, the firm’s comprehensive, fully-integrated suite of services, growth support and technology solutions designed to unite all facets of a financial advisor’s practice. He will report to Summit Financial CEO Stan Gregor.
Prior to joining Summit Financial, Friedman spent nearly six years at Dynasty Financial Partners in several positions, most recently as the national director of practice management. He is a graduate of Rutgers University.
Summit Financial LLC, an SEC registered investment advisor established November 2018, is the successor firm to Summit Equities Inc. and Summit Financial Resources, Inc.