Summit Financial Resources CEO and leadership

Stan Gregor is CEO of Summit Financial. As a senior executive with over 30 years of experience, Stan has operated in banking, private wealth management, investment management, fiduciary trust services, fixed income trading, investment banking, retirement services, insurance, financial planning and public finance. Stan has been involved in acquiring and integrating some of the largest and most complicated banking, wealth management, insurance, and capital markets businesses and cultures with a demonstrated track record of increasing productivity, profitability and shareholder value.

Most recently, Stan was the founder and co-CEO of Cantor Fitzgerald Wealth Partners. Prior to joining Cantor Fitzgerald, Stan was the Head of Wells Fargo Wealth Management -Eastern US Markets and President of Wachovia Wealth Markets. Prior to Wachovia, Stan was CEO of Commerce Capital Markets, where he directed private wealth management, brokerage, asset management, fixed income trading, derivatives, investment banking, retirement services, insurance, and public finance.

Subsequently, Stan was CEO of Quick and Reilly(Q&R) as one of the visionaries that transformed Q&R from a transactional discount broker to a full service advisory company. When Q&R was acquired by Bank of America, Stan stayed on as co-CEO of Bank of America Investment Services until 2005.

Over the nearly decade at Citigroup, Stan had several senior executive level roles leading different divisions including consumer banking, private wealth management, and Citigroup as Northeast Group Executive Vice President.

Barbara Hawkesworth joined Summit Financial as the Chief Legal Officer in April 2019. Barbara had been consulting with her private practice most recently. Prior to that she was Managing Counsel at BNY Mellon/Pershing, she was an Executive Director at JPMorgan Chase and was the EVP-Deputy General Counsel and Chief Compliance Officer for Rochdale Investment Management. While at Rochdale, she was responsible to oversee all legal and compliance matters related to the firm’s SEC registered investment companies, investment advisors and affiliated registered FINRA broker dealers. She also worked with the CEO and the senior leadership team on new business strategies and initiatives. Barbara attended New York Law School where she earned her J.D.

Craig Weiss is a Chief Compliance Officer at Summit Financial and is based in New, York. He has worked as Chief Compliance Officer (BD) at Belle Haven Investments; Financial Consultant at MERRILL LYNCH & CO., INC.; and VP Supervisory Manager at JPMORGAN CHASE & CO. Craig attended Brandeis between 1987 and 1991, Institute of European Studies, and Uniform Securities Agent State Law.

Mara Stempler is a Chief Financial Officer and Vice President at Summit Financial and is based in Parsippany, New Jersey. She has worked as Chief Financial Officer at Auerbach Grayson and Chief Financial Officer at Burnham Securities Inc. Mara studied at Binghamton University School of Management.