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Steve Lieberman has over 30 years of work experience in the financial and consulting industries. Steve started their career in 1987 as a Strategy Consultant at Temple, Barker & Sloane, where they worked until 1990. In 1991, they joined Summit Financial, LLC as the President and CEO of The Private Client Group ~ Wealth Management, LLC. Steve has played a key role in developing and implementing strategic plans for both companies.

Steve Lieberman holds a Master of Business Administration (M.B.A.) degree, with a specialization in Finance, from The Wharton School. Steve also obtained a Bachelor of Science (BSc) degree in Economics from The Wharton School.