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Noreen Brown

Noreen Brown Email & Phone number

Engage via Phone

(***) ***-****

Noreen Brown Work Experience Summary

Number of companies worked for

5

Average duration at a company (years)

5

Number of job titles

7

Last Update 5/9/2024 12:51 PM

About Noreen Brown

Noreen Brown is the Chief Wealth Strategist at Summit Financial LLC. She is responsible for the development and ongoing oversight of Summit’s investment offerings. Noreen 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. Noreen 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, and is a CFA® Charter holder. She lives in Chatham, New Jersey with her three children.Read more

Noreen Brown Work Experience & Education

Number of companies worked for

5

Average duration at a company (years)

5

Number of job titles

7
Work Experience

Work Experience

Wealth Chief & Strategist

Summit Financial Resources

2021-2022

Director, Portfolio Management

Summit Financial Resources

2019-2021

Director, Research

Summit Financial Resources

2013-2019

Consultant

Mariner Wealth Advisors

2011-2012

Education

Education

B. A. - Mathematics

Amherst College

MBA Photo

M. B. A. - Economics and Operations Management

Stern School of Business at New York University

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Frequently Asked Questions regarding Noreen Brown

What is Noreen Brown’s direct phone number?
Noreen Brown’s direct phone number is (***) ***-****
What is Noreen Brown’s latest job experience?
Noreen Brown’s latest job experience is Wealth Chief & Strategist at Summit Financial Resources
What is Noreen Brown’s latest education?
Noreen Brown’s latest education in B. A. - Mathematics at Amherst College
Who are Noreen Brown’s peers at other companies?
Noreen Brown’s peers at other companies are Michael Joseph, Homyar Choksi, Patrick Regan, Samantha Rosenstock, Sam Levens.
Who are Noreen Brown’s colleagues?
Some of Noreen Brown’s colleagues are Randi Loreti, Jason Rosenblatt, Lillian Fedder, Sarah Rich.
Who is Noreen Brown?

Noreen Brown is the Chief Wealth Strategist at Summit Financial LLC. She is responsible for the development and ongoing oversight of Summit’s investment offerings. Noreen 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 strategie... s. 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. Noreen 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, and is a CFA® Charter holder. She lives in Chatham, New Jersey with her three children.Read More

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