Team

Insights

Anthony Piquit

Business Operations Specialist & Portfolio Administrator

About Anthony

Anthony is a Business Operations Specialist & Portfolio Administrator at Summitry. He primarily works on the Operations Team, where he manages portfolio trading for client accounts, ensuring they are executed efficiently.

Prior to joining Summitry, Anthony earned a Bachelor of Science degree in Business Administration with a concentration in Finance from San Francisco State University. He has been working in the financial services industry since 2014 and is passionate about helping clients. He worked as a Client Service Associate at Morgan Stanley and joined Summitry in 2020. He brings a high-level of customer service and serves as one of our three portfolio traders.

Anthony currently resides in the northern section of the Bay Area with his wife and two dogs. In his spare time, Anthony enjoys playing and watching sports.

Q & A

What drew you to the Bay Area?

I was born and raised in Vallejo, which is a city in the San Francisco Bay Area. What I admire most about the Bay Area is the diversity in culture and it's a great central location to many big cities within a few hours drive, such as Los Angeles, Sacramento, Lake Tahoe, and the Silicon Valley. For all my years living in the Bay, I have developed many relationships with people who will always have a place in my heart.
Discuss a solution you provided for a client that you’re extremely proud of.

As part of the Operations Team, I supported a transition from paper-based to electronic communication for a client with limited familiarity with technology. I began by assessing key constraints, including low digital literacy, difficulty navigating a smartphone, and the need to complete required compliance steps such as account registration, credential setup, and linking a device to email. I then broke the process into clear, manageable steps and guided the client in real time using simple, direct language. Over the course of a 40-minute call, I walked through each requirement sequentially until the online profile was successfully established, enabling electronic delivery of correspondence. This approach focuses on reducing complexity, providing structured guidance, and ensuring completion of necessary actions despite usability challenges.
If you volunteer for a charity, which one(s) and why?

For the last three years, I volunteer as the assistant baseball coach for the local high-school near where I live. Although it's not a charity, my passion for baseball led me to want to coach kids who either want to play past high school or just learn the game itself. After my second and third year of coaching, our varsity team has won back-to-back league championships--first time in over four decades.