Noreen Brown

Co-Chief Investment Officer at Summit Financial

Speaker

Noreen is the Co-Chief Investment Officer at Summit Financial. She is responsible for the development and 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.

Noreen’s areas of specialization include alternative investments, 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.

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.