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.
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認識團隊
建立牢固的合作夥伴關係需要花費時間，我們不保證立即知道最適合您和您的家人的情況。但是，通過溝通，相互理解以及對您目標的充分理解，我們的顧問會花時間將其優化。
6
Aaron Szager, CFP®
Advisor Group Manager
Adam Govani, CFP®
Financial Advisor
Alejandra Torres
Business Operations Specialist
5
Alex Katz
Chief Growth Officer
Amanda Galvao
Business Operations Specialist & Portfolio Administrator
Ann Luong
Strategy Associate
Anthony Piquit
Client Service Specialist
Ayse Pehlivan
Senior Portfolio Administrator and Fixed Income Trader
Brearin Land, CFP®
Principal
Charles Angle, CFP®
Financial Planning Associate
Claire Shifren, CFP®
Senior Financial Advisor
1
Colin Higgins
Chief Executive Officer
Cynthia Duncan
Senior Financial Advisor
Demia Edwards
Client Service Specialist
Diane Johnson
Senior Client Service Specialist
Emily Trang
Office Administrator
Eric Jungling, CFP®
Senior Financial Advisor
Jack Zhao, CFA
Equity Analyst
Jason Yu, FPQP™
Financial Planning Associate
4
Jennifer Rouse
Director of Operations & Chief Compliance Officer
3
Joe Martin
Chief Client Experience Officer
John Wei, CFP®, CPWA®
Senior Financial Advisor
Kevin Szeto
Financial Planning Associate
2
Kurt Hoefer, CFA
Chief Strategy Officer
Lana Xiao, CFP®
Financial Advisor
Mandy Pham, CFP®, CFA
Senior Financial Advisor
Matthew Gordon, CFA
Senior Equity Analyst & Portfolio Manager
Michael Kon, CFA
Director of Research & Portfolio Manager
Roxanne Cardenas
Compliance Associate & Senior Business Operations Specialist
Saad Bajwa
Financial Planning Associate
Sherry Williams, CFP®
Senior Financial Advisor
Sneha Vaidya
Client Service Specialist
7
Tiffany Lesser, FPQP™
Talent Manager
We’re hiring
Come work with us.
和我們聊一聊吧
與我們的顧問安排一次談話，了解關於Summitry的更多信息以及我們幫助您規劃財務前景的途 徑。
Colin Higgins
Chief Executive Officer
