Noreen Brown, Cfa work email
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Noreen Brown, Cfa personal email
Noreen Brown is Co-Chief Investment Officer at Summit Financial. Noreen is responsible for the development and ongoing oversight of Summit’s investment offerings. She 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.
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Co-Chief Investment OfficerSummit Financial Jan 2024 - PresentParsippany, Nj, Us -
Deputy Chief Investment OfficerSummit Financial Aug 2022 - Dec 2023Parsippany, Nj, UsDevelopment and oversight of Summit’s investment platform. Built out robust offering of alternative investments and solutions as well as training, communications, and financial tools to support advisors.• Expanded platform to include private investments, hedge funds, and solutions for concentrated stock, hedging and tax management• Provide leadership on asset allocation, asset location, and portfolio construction • Portfolio management responsibility for multi-asset model portfolios• Lead sourcing and due diligence for traditional and alternative asset managers• Create economic and market newsletters, whitepapers, and other client communications • Conduct advisor training covering complex investment strategies and portfolio design• Leading member of Summit Investment Committee
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Chief Wealth StrategistSummit Financial Jul 2021 - Aug 2022Parsippany, Nj, Us
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Director Of Portfolio ManagementSummit Financial Apr 2019 - Jun 2021Parsippany, Nj, Us
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Director Of ResearchSummit Financial Nov 2013 - Feb 2019Parsippany, Nj, Us
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ConsultantBrinton Eaton Wealth Advisors Jan 2011 - Dec 2012Conducted quantitative and qualitative investment research.• Analyzed economic and capital market indicators for use in dynamic asset allocation and portfolio protection strategies• Developed dashboard of economic and market indicators to monitor investment risks • Evaluated alternative asset managers and structured investments
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Vice President, Alternative InvestmentsAlliancebernstein 2002 - 2008Nashville, Tn, UsResponsible for product development, business strategy, and operational initiatives.• Led strategic review of alternative investment platform and product design • Supported product development and rollout of new alternative investment funds• Established policies and monitored adherence to sales practices and agreements with distribution partners• Member of Endowment and Foundation task force -
Vice PresidentCitigroup 1998 - 2002New York, New York, UsProduct specialist focused on high net worth channel across Asia (Hong Kong); Product development, marketing and investor reporting for alternative investments unit (New York).• Worked with marketing and wholesalers to develop product positioning, marketing, and sales support materials and the timetable for product launches • Recommended changes to product features including pricing and investment design• Ensured that all legal, compliance and operational requirements were met • Led new product introductions -
Senior ConsultantMercer 1991 - 1998New York, Ny, UsProvided investment-related consulting to employee benefit plans and endowments/foundations.• Developed investment policies and monitored performance targets and guidelines• Utilized asset/liability models to evaluate asset allocation and expected impact on funded status and contribution/spending levels• Tailored portfolio construction and manager selection to client investment policies• Manager research consultant for northeast region covering 70 investment firms • Member of national task force responsible for performance evaluation service redesign
Noreen Brown, Cfa Skills
Noreen Brown, Cfa Education Details
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Amherst CollegeMathematics -
Nyu Stern School Of BusinessOperations Management
Frequently Asked Questions about Noreen Brown, Cfa
What company does Noreen Brown, Cfa work for?
Noreen Brown, Cfa works for Summit Financial
What is Noreen Brown, Cfa's role at the current company?
Noreen Brown, Cfa's current role is Co-Chief Investment Officer.
What is Noreen Brown, Cfa's email address?
Noreen Brown, Cfa's email address is nb****@****fr1.com
What schools did Noreen Brown, Cfa attend?
Noreen Brown, Cfa attended Amherst College, Nyu Stern School Of Business.
What skills is Noreen Brown, Cfa known for?
Noreen Brown, Cfa has skills like Alternative Investments, Asset Allocation, Hedge Funds, Investments, Investment Strategies, Project Management, Business Strategy, Marketing Strategy, Product Development, Product Management, Portfolio Performance Analysis, Investment Advisory.
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