Greg Horn
Founder, Managing Partner, President
Mr. Horn founded Keystone Private Wealth in July 2026 to provide investment consulting services to family offices, high-net-worth families, foundations, and endowments.
Prior to establishing Keystone Private Wealth, in 1998 Mr. Horn founded Persimmon Capital Management, LP, to serve high-net-worth families, foundations, and endowments. In 1999, Mr. Horn also founded Persimmon Research Partners, Inc., doing business as ADVISORport, Inc. ADVISORport provided institutional investment manager research and due diligence, as well as technology and operational infrastructure outsourcing services to enterprise financial services companies such as Charles Schwab, SunTrust, and Nationwide. Under Mr. Horn’s leadership, ADVISORport, Inc. grew to over $40 billion in assets under administration. In 2006, ADVISORport was acquired by PFPC Worldwide, Inc.
In 2012, Mr. Horn founded AlphaHedge, LLC, a multi-manager hedge fund managed account platform developed to deliver long-short equity hedge fund strategies to advisory firms in a separately managed account format. AlphaHedge was subsequently sold in 2018.
Prior to the formation of Persimmon, ADVISORport, and AlphaHedge, Mr. Horn served as President and Co-Founder of Ashbridge Investment Management, Inc., where he developed and directed the firm’s investment consulting capabilities for a family holding company. During his tenure, assets under supervision grew to nearly $1 billion. Previously, Mr. Horn was a Vice President at Mellon Bank, leading the Personal and Family Division of Mellon Private Capital Management, the firm’s high-net-worth investment management group within the Trust Department. Earlier roles included leading the asset management group at Mid-Atlantic Companies and serving as a Vice President in the real estate investment banking division of American Express. Mr. Horn holds a Bachelor’s degree and an MBA from the University of Wisconsin.
Amy Armstrong
Partner, Director of Client Operations
Amy Armstrong was one of the founding members of Keystone Private Wealth, where she earned her Series 66 Investment Advisor Representative license. She serves as the primary point of contact for our clients, managing inquiries related to client accounts and transactions.
With extensive experience in the financial services industry, Amy excels in client servicing, which she believes is key to maintaining long-term relationships. She is adept at navigating complex questions and enjoys proactively providing clients with planning support. Additionally, she regularly liaises with custodian firms, money managers, external hedge funds, accountants, and attorneys on behalf of Keystone’s clients. Furthermore, Amy supports the Keystone team by monitoring investments and facilitating account trading, including portfolio reviews and client requests.
Before joining Keystone Private Wealth in 1999, Amy worked as a Registered Sales Assistant in the Private Client Group at PaineWebber, Inc., where she obtained her Series 7 and Series 63 licenses and assisted three brokers with the daily operations of their business. Prior to her role at PaineWebber, she was employed in the Credit Department at Midlantic Bank, N.A. Amy is a graduate of the University of Scranton, where she earned a B.S. in Finance. In her leisure time, she enjoys gardening, practicing yoga, solving crossword puzzles, and watching classic films with her husband.
J. Todd Lermitte
Partner, Senior Wealth Advisor
Todd Lermitte is dedicated to empowering clients to achieve financial clarity and confidence through personalized financial planning and strategic investment management. By taking the time to deeply understand each client’s unique circumstances, aspirations, and challenges, Todd provides customized advice that guides individuals, families, and organizations toward their long-term goals. His approach ensures clients feel secure and supported through every stage of their financial journey.
As a trusted partner, Todd serves as a personal CFO, seamlessly collaborating with attorneys, tax professionals, and other advisors to deliver a holistic wealth management experience. His commitment to this comprehensive method helps clients navigate complex financial landscapes with ease and precision.
With his years of experience in financial services, Todd has built a reputation for integrity, expertise, and client-focused solutions. Before joining Keystone Private Wealth, he honed his skills as a financial advisor at Foundations Financial Partners and Dakota Wealth Management, working with a diverse clientele to achieve their financial objectives. Prior to his career in finance, Todd’s entrepreneurial drive led him to create businesses and even follow one of his passions to become a PGA member. With his business experience, he connects easily to the unique challenges entrepreneurs face, while his time in the PGA helping others succeed shaped his client-centered philosophy.
Todd earned a bachelor’s degree in psychology from James Madison University, which shapes his empathetic and insightful approach to financial advising.
Residing in Abington, PA, with his wife, Hannah, and their son, Todd enjoys golfing, fishing, and exploring new destinations with his family. His dedication to building meaningful relationships extends beyond the office, fostering trust and connection with every client he serves.
Summit Financial
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Steven Weinman, CPA
President, Director of Investments, Summit Financial
Steven Weinman is the President of Summit Financial. He has been affiliated with Summit’s predecessor and affiliated entities (Summit Equities, Inc. (“SE”), Summit Financial Resources, Inc., Summit Risk Management, Inc., and their affiliates) since 1982. Steve has general management oversight for the company.
He serves as the CEO of Summit Risk Management, LLC (“SRM”), an affiliated company licensed to sell various insurance products and operates as the insurance vehicle of Summit. Steven is also the CEO of a limited purpose broker-dealer, LS Securities LLC (“LSS”). He received his BS from Fairleigh Dickinson University and his MBA from NYU. Steven is also a CPA (Certified Public Accountant) in the state of New Jersey.
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Brandon Smith, JD
Director of Integrated Planning Group, Summit Financial
Brandon Smith joined Summit Financial as the Director of Integrated Planning Group. Brandon will lead the Integrated Planning Group and continue to develop strategies and expertise for our Financial Advisors. Brandon served as an Executive Officer for Grayhill LLC cumulatively for over 18 years which allowed him to partner with established Financial Advisors to develop advanced wealth transfer plans and perform comprehensive financial planning for clients.
Prior to Grayhill, Brandon was at Financial Designs Ltd for several years. Brandon earned a B.A. from Emory University, his J.D. from Washburn University of Law and his LL.M. in Taxation from the University of Denver College of Law. Brandon has moved to New Jersey after living in Denver, CO for over 25 years.
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Steve Melnick, CFA®
Director of Investments, Summit Financial
Steve Melnick has close to 10 years of investment experience within the RIA space, most recently from Brown Advisory. At Brown Advisory, he was a Senior Research and Portfolio Analyst and worked on several investment related activities at the firm. Prior to Brown, Steven was at Dyson Capital Advisors and Cambridge Associates. Steven assists the Investment team with due diligence, newsletter writing, and serves as a resource to Advisors looking to grow their business as well as learning the Risk Monitor system. Steven holds a Bachelors of Business Administration in Finance from George Washington University and is also a CFA Charter holder.
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James Rabasca, JD
Senior Tax Specialist, Summit Financial
James Rabasca is a Senior Tax Specialist in the Integrated Planning Group of Summit Financial LLC. Jim provides guidance on estate, tax, retirement, charitable, and business planning. Prior to joining Summit, he was a Vice President/Account Manager at Ayco, a Goldman Sachs Company, where he provided comprehensive financial and tax counseling to corporate executives and high net worth individuals. Before Ayco, Jim worked as an attorney, and focused his practice on taxation, business planning, and estate planning. He graduated from Rider University with a B.S. in Business Administration and earned his J.D. from Seton Hall University School of Law.
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David Porro, CLU, ChFC®
Director of Insurance, Summit Financial
David is the Director of Insurance and has been with Summit Financial, LLC for 14 Years. He earned a B.S. from Boston University. David specializes in the design and implementation of insurance strategies to enhance the overall protection within a client’s financial plan by working closely with the Summit team of Attorney’s, CPA’s and Financial Planners. He has extensive knowledge of Life, Disability and Long-Term Care insurance in today’s world and how it can be leveraged to cover many of the unforeseen changes that may occur in the future.
Outside of work, David likes to stay active by running, playing tennis, and riding his vintage motorcycle.
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Noreen Brown, MBA, CFA®
Co-CIO, Summit Financial
Noreen Brown is Director of Portfolio Management at Summit Financial LLC. 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.