Noreen Brown
Head-Equity Investments at Summit Financial LLC
Profile
Ms. Noreen M.
Brown, CFA MBA, is a Deputy Chief Investment Officer at Summit Financial LLC.
She is responsible for the development and ongoing oversight of Summit’s investment offerings.
Ms. Brown 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, her 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, Ms. Brown 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.
Ms. Brown has a B.A.
in Mathematics from Amherst College, an M.B.A.
in Economics and Operations Management from the Stern School of Business at New York University.
She is a CFA charter holder.
Noreen Brown active positions
| Companies | Position | Start |
|---|---|---|
Summit Financial LLC
 Summit Financial LLC Investment ManagersFinance Summit Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Parsippany, New Jersey. Formerly known as National Wealth Advisors, Inc., the firm was founded in 2018 and has succeeded from the advisory businesses of Summit Equities, Inc. which was established in 1991. They are a wholly-owned by Summit Financial Holdings LLC, which is owned by Summit Financial Services LLC. Summit Financial offers investment advisory services to individuals, high net-worth individuals, corporations and/or business entities, pension and profit-sharing plans, and charitable organizations. | Head-Equity Investments | - |
Former positions of Noreen Brown
| Companies | Position | End |
|---|---|---|
Mercer Investment Consulting LLC
 Mercer Investment Consulting LLC Investment ManagersFinance Part of Marsh & McLennan Cos., Inc., Mercer Investment Consulting LLC is a company that redefines the world of work, reshapes retirement and investment outcomes, and unlocks real health and well-being. The company is based in Chicago, IL. Mercer provides solutions for both the federal government as well as state agencies. The company has an action plan and a commitment to inclusion and diversity. Mercer offers forward-looking ESG ratings and operational due diligence reports on thousands of managers and strategies across public and private markets. The company meets the needs of today and tomorrow by understanding the data and applying it with a human touch, and by turning ideas into action to spark positive change. | Corporate Officer/Principal | - |
Brinton Eaton Associates, Inc.
 Brinton Eaton Associates, Inc. Investment ManagersFinance Founded in 1988, Brinton Eaton Associates, Inc. is a registered investment advisor firm located in Morristown, New Jersey | Corporate Officer/Principal | - |
| ALLIANCEBERNSTEIN INCOME FUND INC. | Corporate Officer/Principal | - |
Summit Equities, Inc.
 Summit Equities, Inc. Investment ManagersFinance Founded in 1982, Summit Equities, Inc. is an SEC-registered investment advisor and securities broker-dealer located in Parsippany, New Jersey. The firm is a Member FINRA/SIPC. They provide investment advice and/or management supervisory services to the individuals, high net-worth individuals, corporations and/or business entities and pension & profit sharing plans. | Director of Research - Equity | - |
Training of Noreen Brown
| The Leonard N Stern School of Business | Masters Business Admin |
| Amherst College | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
Summit Equities, Inc.
Summit Equities, Inc. Investment ManagersFinance Founded in 1982, Summit Equities, Inc. is an SEC-registered investment advisor and securities broker-dealer located in Parsippany, New Jersey. The firm is a Member FINRA/SIPC. They provide investment advice and/or management supervisory services to the individuals, high net-worth individuals, corporations and/or business entities and pension & profit sharing plans. | Finance |
Brinton Eaton Associates, Inc.
Brinton Eaton Associates, Inc. Investment ManagersFinance Founded in 1988, Brinton Eaton Associates, Inc. is a registered investment advisor firm located in Morristown, New Jersey | Finance |
AllianceBernstein Income Fund, Inc.
 AllianceBernstein Income Fund, Inc. Investment Trusts/Mutual FundsMiscellaneous AllianceBernstein Income Fund, Inc. is a closed-end fund, which seeks to provide high current income consistent with the preservation of capital. It primarily invests in securities issued or guaranteed by the US government. The fund may also invest its assets in other fixed-income securities, including those issued by non-governmental issuers in the US and those issued by foreign governments. The company was founded on August 28, 1987 and is headquartered in New York, NY. | Miscellaneous |
Mercer Investment Consulting LLC
Mercer Investment Consulting LLC Investment ManagersFinance Part of Marsh & McLennan Cos., Inc., Mercer Investment Consulting LLC is a company that redefines the world of work, reshapes retirement and investment outcomes, and unlocks real health and well-being. The company is based in Chicago, IL. Mercer provides solutions for both the federal government as well as state agencies. The company has an action plan and a commitment to inclusion and diversity. Mercer offers forward-looking ESG ratings and operational due diligence reports on thousands of managers and strategies across public and private markets. The company meets the needs of today and tomorrow by understanding the data and applying it with a human touch, and by turning ideas into action to spark positive change. | Finance |
Summit Financial LLC
Summit Financial LLC Investment ManagersFinance Summit Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Parsippany, New Jersey. Formerly known as National Wealth Advisors, Inc., the firm was founded in 2018 and has succeeded from the advisory businesses of Summit Equities, Inc. which was established in 1991. They are a wholly-owned by Summit Financial Holdings LLC, which is owned by Summit Financial Services LLC. Summit Financial offers investment advisory services to individuals, high net-worth individuals, corporations and/or business entities, pension and profit-sharing plans, and charitable organizations. | Finance |
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