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.
Solid partnerships take time to form, and we won’t promise to immediately know what’s best for you and your family. But through communication, mutual understanding, and a full appreciation of your goals, our advisors take the time to get it right.
Abegail Cordero
Client Service Specialist
Adam Govani, CFP®
Senior Financial Advisor
5
Alex Katz
Chief Growth Officer
Alex Leitzes
Principal
Alisha Sinha
Business Development Associate
Ann Luong
Marketing Manager
Anthony Piquit
Business Operations Specialist & Portfolio Administrator
Archana Turaga
Associate Financial Advisor
Ayse Pehlivan
Senior Portfolio Administrator and Fixed Income Trader
Benjamin Feiner, FPQP®
Client Service Specialist
Brandy Savage
Principal
Carissa Yen, FPQP®
Associate Financial Advisor
Charles Angle, CFP®
Financial Advisor
Chintan Pabari
Associate Financial Advisor
Cindy Cutler
Finance and Systems Administrator
Claire Shifren, CFP®
Senior Financial Advisor
1
Colin Higgins
Chief Executive Officer
Cynthia Duncan
Senior Financial Advisor
Daniel Spector-Franson, CFP®
Associate Financial Advisor
David Langhals, CFP®
Financial Advisor
Demia Edwards, FPQP®
Lead Client Service Specialist
Emily Hazelroth, CFP®
Financial Advisor
Eric Jungling, CFP®
Senior Financial Advisor
Gina McGhee, FPQP®
Financial Advisor Assistant
Jack Zhao, CFA
Senior Equity Analyst
Jason Yu, CFA
Equity Analyst
4
Jennifer Rouse
Director of Operations & Chief Compliance Officer
3
Joe Martin
Chief Client Experience Officer
2
Kurt Hoefer, CFA
Chief Strategy Officer
Mandy Pham, CFP®, CFA, EA
Senior Financial Advisor
Matthew Gordon, CFA
Senior Equity Analyst & Portfolio Manager
8
Michael Kon, CFA
Director of Research & Portfolio Manager
Michelle Wong
Workplace Experience Coordinator
Roxanne Cardenas, IACCP®
Compliance Manager
Sneha Vaidya, FPQP®
Client Service Specialist
7
Tiffany Lessler, FPQP®
Director of Talent
Tom Guinane
Principal
William Lorne
Business Operations Specialist
We’re hiring
Come work with us.
Schedule a talk with one of our advisors to learn more about Summitry and how we can help you chart a path for your financial future.
Colin Higgins
Chief Executive Officer