Ann Luong

Strategy Associate

About Ann

Ann is an Associate on the Strategy team, working alongside the Chief Strategy Officer and cross-functionally between teams on marketing, branding, and growth initiatives to drive opportunities for the firm.

Prior to joining the Summitry in 2014, Ann was a part of the Higher Education banking group at J.P. Morgan in San Francisco, where she assisted the team in business development and marketing for the Pacific region. Ann also has experience interning with the Wealth Management group at Merrill Lynch, the marketing team at Cushman & Wakefield, and higher education-focused not-for-profit programs in the Bay Area. Ann graduated from the University of California, Berkeley with a Bachelor of Arts in Psychology.

Ann currently resides in the East Bay and enjoys working out and spending time with her friends and family.

Q & A

  • What drew you to the Bay Area?

    I was born and raised in the Bay Area! I went to Cal (UC Berkeley) and started my career in San Francisco. I always tell people that I never had a reason to leave the Bay Area because we have everything here. I spent a good amount of time traveling to Southern California for work, but the Bay Area will always be home.
  • What are your favorite pursuits outside of work?

    Going to the gym to train and being committed to living a healthy lifestyle. Exploring new brunch options in my gym clothes.
  • Discuss a solution you provided for a client that you’re extremely proud of.

    We keep a network of qualified and capable professionals that covers many areas of wealth management and financial planning. When clients come to us with questions or a problem to solve that are outside of our expertise, we’ll be able to put them in touch with someone we trust and can take care of their needs.
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Aaron Szager

Advisor Group Manager