Ed Friedman

Director of Business Development and Growth at Summit Financial LLC

Speaker

Ed Friedman is the Director of Business Development and Growth at Summit Financial LLC. Ed is a financial services industry veteran with decades of experience in advancing advisor’s practices and supporting their growth. He works closely with the executive management team and reports to the CEO of Summit Financial, Stan Gregor. Prior to Summit, Ed Friedman ran his own consulting business, providing consulting services including operational, business, growth and technology strategies to Independent Wealth Management firms and the strategic vendors that support them. At Dynasty Financial Partners, Ed was the National Director of Practice Management and former Director of the Enterprise Group with a focus on wealth management firms in excess of $1 Billion in assets. Ed was also part of the founding management team at HighTower Advisors heading up business development and advisor development. Before the launch of HighTower, Ed had a 22-year career at Morgan Stanley and its predecessor firm with roles as a financial Advisor, branch manager and senior executive management. Ed is a graduate of Rutgers University with a BA in Business and Finance.