Summit Corporate

Brandon Smith joined Summit Financial as the Director of Integrated Planning Group. Brandon will lead the Integrated Planning Group and continue to develop strategies and expertise for our Financial Advisors. Brandon served as an Executive Officer for Grayhill LLC cumulatively for over 18 years which allowed him to partner with established Financial Advisors to develop advanced wealth transfer plans and perform comprehensive financial planning for clients.

Prior to Grayhill, Brandon was at Financial Designs Ltd for several years. Brandon earned a B.A. from Emory University, his J.D. from Washburn University of Law and his LL.M. in Taxation from the University of Denver College of Law. Brandon has moved to New Jersey after living in Denver, CO for over 25 years.

Steve Melnick has close to 10 years of investment experience within the RIA space, most recently from Brown Advisory. At Brown Advisory, he was a Senior Research and Portfolio Analyst and worked on several investment related activities at the firm. Prior to Brown, Steven was at Dyson Capital Advisors and Cambridge Associates. Steven assists the Investment team with due diligence, newsletter writing, and serves as a resource to Advisors looking to grow their business as well as learning the Risk Monitor system. Steven holds a Bachelors of Business Administration in Finance from George Washington University and is also a CFA Charter holder.

Noreen Brown is Director of Portfolio Management at Summit Financial LLC. Noreen is responsible for the development and ongoing oversight of Summit’s investment offerings. She also works with the investment team to create newsletters, whitepapers and portfolio updates and is a resource for advisors on client portfolio design and investment strategies.

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. Prior to Summit, she focused on economic and capital market research for an independent wealth management firm. She was also responsible for business strategy and product management at two rapidly growing alternative investment businesses at Citigroup and AllianceBernstein. Previously, Noreen was an investment consultant to employee benefit plans and endowments/foundations at Mercer Investment Consulting where she provided advice on asset allocation, portfolio construction and investment policy.