Mara Stempler

Mara Stempler joined Summit Financial, LLC in 2015 as Chief Financial Officer and Vice President. Mara has spent her entire career working in the financial services industry managing the financial operations of independent Investment Advisors and Broker Dealers. Prior to joining Summit, Mara served as CFO for Auerbach Grayson and prior to that, Burnham Financial Group.

Mara earned a B.S. in Accounting from Binghamton University. She holds the FINRA Series 27 & 7 licenses and has served as the Financial Operations Principal for the three broker dealers she has worked for. Mara also holds a Certified Public Accountant license.

Location

New York, United States

Links


Org chart


Teams


Offices

This person is not in any offices


Summit Financial

Summit Financial, LLC, delivers comprehensive fee-based financial planning services to high net worth individuals such as successful business owners, Wall Street executives, members of the entertainment industry, sports figures and high net worth individuals from all industries.


Industries

Employees

201-500

Links