Alex Leitzes

Business Development Principal

About Alex

Alex joined Summitry in 2020 as a Business Development Principal. He is responsible for engaging and meeting with new clients, navigating them through the onboarding process with Summitry. He also works with many of our firm’s strategic partners in order to develop new value-add opportunities. Prior to joining Summitry, Alex worked at JPMorgan Chase in the Chicagoland area on a wealth management team as a Private Banker. He more recently was at Fisher Investments with a focus in sales and financial planning. Alex graduated from Indiana University (Bloomington) with a focus in Business Management.

Alex is a born-and-raised East Coaster, he is an avid New York Sports fan. He enjoys sports analytics, poker, staying active, and enjoys traveling to Asia to visit his brother and his family in Hong Kong. He will talk about (or eat) food with you all day long. Alex is also an active board member for the ADL (Anti-Defamation League).

Q & A

  • What does “living your best Bay Area Life” mean to you?

    Exploring, innovating, bettering the world around you for today and tomorrow’s generation, inclusion.
  • What are your favorite pursuits outside of work?

    Sports, exercise, food, analytics, hiking, traveling, poker, nonprofit work
  • If you volunteer for a charity, which one(s) and why?

    The Anti-Defamation League. I am a member because I am passionate about making the world a safer and more equitable place for all types of people.
Person Image

Alex works closely with

Back to All

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.

John Wei, CFP®, CPWA®

Senior Financial Advisor