Ayse Pehlivan

Senior Portfolio Administrator and Fixed Income Trader

About Ayse

Ayse is responsible for all the trading activities at Summitry, assists in the development and execution of fixed income strategies.

Ayse began working with the principals of Summitry in 2000, when the team operated as a unit of Hoefer and Arnett, Inc. Previously, she was a Bank Auditor for seven years at Vakif Bank in Ankara, Turkey. Ayse holds an MBA in Finance from Golden Gate University and a Bachelor of Arts in Finance from the University of Ankara. Ayse has achieved Level I of the Chartered Financial Analyst (CFA) Exam.

Ayse currently resides in Burlingame, where she loves the outdoors and healthy living.  Ayse is a professional member of the National Association of Nutrition Professionals (NANP).

Q & A

  • What are your favorite pursuits outside of work?

    Outdoor activities such as biking, hiking and running.
  • Discuss a solution you provided for a client that you’re extremely proud of.

    Letting my clients know that investing in short term treasuries or taxable high-grade munis are more advantageous than investing in short-term non-taxable municipal bonds since after tax yields are better with no additional risk.
  • Three words to describe the Bay Area.

    Diverse, tech-savvy, healthy lifestyle.
Person Image

Ayse Works Closely With

Back to All


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。

Alex Katz

Chief Growth Officer