Meet the Team

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

Abegail Cordero

Client Service Specialist

Adam Govani, CFP<sup>®</sup>

Adam Govani, CFP®

Senior Financial Advisor

5

Alex Katz

Alex Katz

Chief Growth Officer

Alex Leitzes

Alex Leitzes

Principal

Alisha Sinha

Alisha Sinha

Business Development Associate

Ann Luong

Ann Luong

Marketing Manager

Anthony Piquit

Anthony Piquit

Business Operations Specialist & Portfolio Administrator

Archana Turaga

Archana Turaga

Associate Financial Advisor

Ayse Pehlivan

Ayse Pehlivan

Senior Portfolio Administrator and Fixed Income Trader

Benjamin Feiner, FPQP®

Benjamin Feiner, FPQP®

Client Service Specialist

Brandy Savage

Brandy Savage

Principal

Carissa Yen, FPQP®

Carissa Yen, FPQP®

Associate Financial Advisor

Charles Angle, CFP<sup>®</sup>

Charles Angle, CFP®

Financial Advisor

Chintan Pabari

Chintan Pabari

Associate Financial Advisor

Cindy Cutler

Cindy Cutler

Finance and Systems Administrator

Claire Shifren, CFP®

Claire Shifren, CFP®

Senior Financial Advisor

1

Colin Higgins

Colin Higgins

Chief Executive Officer

Cynthia Duncan

Cynthia Duncan

Senior Financial Advisor

Daniel Spector-Franson, CFP®

Daniel Spector-Franson, CFP®

Associate Financial Advisor

David Langhals, CFP®

David Langhals, CFP®

Financial Advisor

Demia Edwards, FPQP®

Demia Edwards, FPQP®

Lead Client Service Specialist

Emily Hazelroth, CFP®

Emily Hazelroth, CFP®

Financial Advisor

Eric Jungling, CFP®

Eric Jungling, CFP®

Senior Financial Advisor

Gina McGhee, FPQP®

Gina McGhee, FPQP®

Financial Advisor Assistant

Jack Zhao, CFA

Jack Zhao, CFA

Senior Equity Analyst

Jason Yu, CFA

Jason Yu, CFA

Equity Analyst

4

Jennifer Rouse

Jennifer Rouse

Director of Operations & Chief Compliance Officer

3

Joe Martin

Joe Martin

Chief Client Experience Officer

2

Kurt Hoefer, CFA

Kurt Hoefer, CFA

Chief Strategy Officer

Mandy Pham, CFP®, CFA, EA

Mandy Pham, CFP®, CFA, EA

Senior Financial Advisor

Matthew Gordon, CFA

Matthew Gordon, CFA

Senior Equity Analyst & Portfolio Manager

8

Michael Kon, CFA

Michael Kon, CFA

Director of Research & Portfolio Manager

Michelle Wong

Michelle Wong

Workplace Experience Coordinator

Roxanne Cardenas, IACCP®

Roxanne Cardenas, IACCP®

Compliance Manager

Sneha Vaidya, FPQP®

Sneha Vaidya, FPQP®

Client Service Specialist

7

Tiffany Lessler, FPQP®

Tiffany Lessler, FPQP®

Director of Talent

Tom Guinane

Tom Guinane

Principal

William Lorne

William Lorne

Business Operations Specialist

We’re hiring

Come work with us.

Next up:

Our Insights

Let's talk

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