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Summer Partners LLC

Throughout my career, I’ve had great success in building and managing high net worth wealth management firms. As a General Partner at Oppenheimer & Co. for 18 years, I built two 100+ person wealth management sales forces. In subsequent roles I was again charged with growing and leading teams. I coached and mentored some of the largest producers across the entire financial services industry.

Aside from working on Wall Street, I have also been keenly involved with several charitable nonprofit organizations.

I was the founding member and first Chairman of the Board of the Multiple Sclerosis Research Center of New York, now the Tisch Multiple Research Center.


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