Colin Higgins

Chief Executive Officer

About Colin

As Chief Executive Officer, Colin directs all business activities for the firm and serves as a member of Summitry’s Investment Committee.

Colin has been conducting investment analysis, equity research and portfolio management since 1996. Colin has been a member of the Charles Schwab Advisory Board and was recognized as a “40 under Forty” by the Silicon Valley/San Jose Business Journal. Prior to the formation of Summitry, Colin served as a research analyst and portfolio manager with regional investment firms Branch Cabell, & Co. and Hoefer and Arnett, Inc. Colin graduated from Washington and Lee University with a Bachelor of Arts in 1994 where he was a captain and an All-American lacrosse player.

He lives in San Francisco with his wife, Cate, and two children. When he is not chauffeuring the kids to sports practice, he enjoys skiing, biking and fishing. Colin is also active in leadership positions at Alice Fong Yu, the nation’s first Chinese immersion public school and Asante Africa Foundation, a nonprofit charitable organization dedicated to providing quality education to children in East Africa.

Q & A

  • What are your favorite pursuits outside of work?

    Coaching my daughter and son in sports (lacrosse and basketball). Skiing, mountain biking, fishing, cooking (really eating) and travel if there is ever any free time left over.
  • Discuss a solution you provided for a client that you’re extremely proud of.

    Inspired by the work we do with some of our large charitable non-profit clients, we created a philanthropy committee, known as Summitry Cares, which seeks to not only give back to the community in terms of time and volunteering hours, but also through monetary donations. We established a donor-advised fund and contribute a percentage of our annual profits to it. We donate half of the value annually to non-profits of our choosing and reinvest the other half in order for it to grow to become a larger endowment that will help fund more impactful giving in the future.
  • Three words to describe the Bay Area

    Always pushing forward.
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Advisor Group Manager