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. For career opportunities please visit careers at Summitry.
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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.
Alejandra Torres
Trader & Data Specialist
5
Alex Katz
President
Alex Leitzes
Principal
Ann Luong
Marketing Manager
Anthony Piquit
Business Operations Specialist & Portfolio Administrator
Archana Turaga
Financial Planning Associate
Ayse Pehlivan
Senior Portfolio Administrator and Fixed Income Trader
Carissa Yen, FPQP®
Senior Associate Financial Advisor
Chris Moody
Financial Advisor
Claire Shifren, CFP®
Senior Financial Advisor
1
Colin Higgins
Chief Executive Officer
Conor Wilkes
Chief Operating Officer
Curt Tyler
Investment Associate
Cynthia Duncan
Senior Financial Advisor
Daniel Spector-Franson, CFP®
Financial Advisor
Demia Edwards
Lead Client Service Specialist
Emily Hazelroth, CFP®
Senior Financial Advisor & Advisor Manager
Eric Jungling, CFP®
Senior Financial Advisor
Gina McGhee, FPQP®
Financial Planning Associate
Jack Stannard
Business Development Associate
Jack Zhao, CFA®
Senior Equity Analyst & Portfolio Manager of Explore Strategies
Jason Yu, CFA®
Senior Equity Analyst
4
Jennifer Rouse
Chief Compliance Officer and Systems & Data Manager
Jenny Ge, CPA®
Finance Manager and Controller
3
Joe Martin, FBS®
Chief Client Experience Officer
John Dorr
Salesforce and Systems Manager
Julian Weiswasser
Client Service Specialist
Ken Vander Kooi, CFP®
Senior Financial Advisor
Kenji Nagase
Client Service Specialist
2
Kurt Hoefer, CFA®
Chief Strategy Officer
Lisa Ozaki, CFP®
Associate Financial Advisor
Mandy Pham, CFP®, CFA®, EA
Senior Financial Advisor & Director of Financial Planning
Mary Miranda
Associate Financial Advisor
Matthew Gordon, CFA®
Senior Equity Analyst & Portfolio Manager
8
Michael Kon, CFA®
Director of Research & Portfolio Manager
Michel’le Correia
Client Service Specialist
Michelle Wong
Workplace Experience Coordinator
Misty Martinez
Client Service Specialist
Phil Campit
Financial Advisor
Roxanne Cardenas, IACCP®
Compliance Manager
Sneha Vaidya, FPQP®
Client Service Specialist
7
Tiffany Lessler, FPQP®
Director of Talent
Tom Guinane
Principal and Business Development Manager
Tyler Patterson, CFP®
Financial Advisor
Will Berg
Associate Financial Advisor
We’re hiring
Come work with us.
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
