Kimberlie Karasewicz

Director of Client Services

Kimberlie Karasewicz joined Summit Financial in 2021 as Director of Client Services for David Weinerman. Prior to joining the team, Kim spent over 10 years at Morgan Stanley working with Dave, where she most recently held the title of Consulting Group Analyst. In her current role, Kim provides support for advisory accounts, performance analytics, alternative investments, and trade executions.

She works with the team on a part-time basis, allowing her to concentrate on her family. Kim graduated magna cum laude from Seton Hall University with a Bachelor of Science in Finance and holds both the Series 7 and 66 licenses.