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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.

(650) 212-2240

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919 E Hillsdale Blvd, Suite 150, Foster City, CA 94404

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Income & Managed Overlay Strategies

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Financial Modeling & Legacy Planning

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  • Tiffany Lessler, FPQP®

    Tiffany Lessler, FPQP®

    Director of Talent

  • Colin Higgins

    Colin Higgins

    Chief Executive Officer

  • Kurt Hoefer, CFA®

    Kurt Hoefer, CFA®

    Chief Strategy Officer

  • Jennifer Rouse

    Jennifer Rouse

    Director of Operations & Chief Compliance Officer

  • Joe Martin, FBS®

    Joe Martin, FBS®

    Chief Client Experience Officer

  • Alex Katz

    Alex Katz

    Chief Growth Officer

  • Cynthia Duncan

    Cynthia Duncan

    Senior Financial Advisor

  • Claire Shifren, CFP®

    Claire Shifren, CFP®

    Senior Financial Advisor

  • Eric Jungling, CFP®

    Eric Jungling, CFP®

    Senior Financial Advisor

  • Mandy Pham, CFP®, CFA®, EA

    Mandy Pham, CFP®, CFA®, EA

    Senior Financial Advisor

  • Jason Yu, CFA®

    Jason Yu, CFA®

    Equity Analyst

  • Michael Kon, CFA®

    Michael Kon, CFA®

    Director of Research & Portfolio Manager

  • Matthew Gordon, CFA®

    Matthew Gordon, CFA®

    Senior Equity Analyst & Portfolio Manager

  • Jack Zhao, CFA®

    Jack Zhao, CFA®

    Senior Equity Analyst

  • Ann Luong

    Ann Luong

    Marketing Manager

  • Demia Edwards, FPQP®

    Demia Edwards, FPQP®

    Lead Client Service Specialist

  • Sneha Vaidya, FPQP®

    Sneha Vaidya, FPQP®

    Client Service Specialist

  • Ayse Pehlivan

    Ayse Pehlivan

    Senior Portfolio Administrator and Fixed Income Trader

  • Roxanne Cardenas, IACCP®

    Roxanne Cardenas, IACCP®

    Compliance Manager

  • Anthony Piquit

    Anthony Piquit

    Business Operations Specialist & Portfolio Administrator

  • David Langhals, CFP®

    David Langhals, CFP®

    Financial Advisor

  • Alex Leitzes

    Alex Leitzes

    Principal

  • Gina McGhee, FPQP®

    Gina McGhee, FPQP®

    Financial Advisor Assistant

  • Emily Hazelroth, CFP®

    Emily Hazelroth, CFP®

    Senior Financial Advisor & Advisor Manager

  • Chintan Pabari

    Chintan Pabari

    Associate Financial Advisor

  • Cindy Cutler

    Cindy Cutler

    Finance and Systems Administrator

  • Archana Turaga

    Archana Turaga

    Associate Financial Advisor

  • Tom Guinane

    Tom Guinane

    Principal

  • Brandy Savage

    Brandy Savage

    Principal

  • Carissa Yen, FPQP®

    Carissa Yen, FPQP®

    Associate Financial Advisor

  • Abegail Cordero

    Abegail Cordero

    Client Service Specialist

  • Daniel Spector-Franson, CFP®

    Daniel Spector-Franson, CFP®

    Financial Advisor

  • Michelle Wong

    Michelle Wong

    Workplace Experience Coordinator

  • Tyler Patterson, CFP®

    Tyler Patterson, CFP®

    Financial Advisor

  • Alejandra Torres

    Alejandra Torres

    Trader & Data Specialist

  • Misty Martinez

    Misty Martinez

    Client Services Specialist

  • Kenji Nagase

    Kenji Nagase

    Client Service Specialist

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What we do
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919 E Hillsdale Blvd, Ste 150, Foster City, CA 94404
(650) 212-2240

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