Schedule a talk with one of our advisors to learn more about Summitry and how we can help you get a foothold on your financial life.
At Summitry, we help you maximize the benefits of living in one of the most unique areas in the world. Our personalized financial planning guidance and investment strategies are specially suited for life in the Bay Area.
SUCCESS STORIES
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Feeling safe doesn’t always mean playing it safe. We’re not here to hold you back. Our wealth management services are designed to give you the security you need to successfully take risks, and climb higher.
Our Services
We’ve been in the Bay Area for decades, and our independent firm is made up of people who deeply understand the unique risks and rewards of a location like no other.
Meet the Team
Tiffany Lessler, FPQP®
Director of Talent
Colin Higgins
Chief Executive Officer
Kurt Hoefer, CFA®
Chief Strategy Officer
Jennifer Rouse
Director of Operations & Chief Compliance Officer
Joe Martin, FBS®
Chief Client Experience Officer
Alex Katz
Chief Growth Officer
Cynthia Duncan
Senior Financial Advisor
Claire Shifren, CFP®
Senior Financial Advisor
Eric Jungling, CFP®
Senior Financial Advisor
Mandy Pham, CFP®, CFA®, EA
Senior Financial Advisor
Jason Yu, CFA®
Equity Analyst
Michael Kon, CFA®
Director of Research & Portfolio Manager
Matthew Gordon, CFA®
Senior Equity Analyst & Portfolio Manager
Jack Zhao, CFA®
Senior Equity Analyst
Ann Luong
Marketing Manager
Demia Edwards, FPQP®
Lead Client Service Specialist
Sneha Vaidya, FPQP®
Client Service Specialist
Ayse Pehlivan
Senior Portfolio Administrator and Fixed Income Trader
Roxanne Cardenas, IACCP®
Compliance Manager
Anthony Piquit
Business Operations Specialist & Portfolio Administrator
David Langhals, CFP®
Financial Advisor
Alex Leitzes
Principal
Gina McGhee, FPQP®
Financial Advisor Assistant
Emily Hazelroth, CFP®
Senior Financial Advisor & Advisor Manager
Chintan Pabari
Associate Financial Advisor
Cindy Cutler
Finance and Systems Administrator
Archana Turaga
Associate Financial Advisor
Tom Guinane
Principal
Brandy Savage
Principal
Carissa Yen, FPQP®
Associate Financial Advisor
Abegail Cordero
Client Service Specialist
Daniel Spector-Franson, CFP®
Financial Advisor
Michelle Wong
Workplace Experience Coordinator
Tyler Patterson, CFP®
Financial Advisor
Alejandra Torres
Trader & Data Specialist
Schedule a talk with one of our advisors to learn more about Summitry and how we can help you chart a path for your financial future.