Team

Insights

Julian Weiswasser

Client Service Specialist

About Julian

Julian is a Client Service Specialist at Summitry, where he supports the Operations Team with outstanding client service and effective internal communication.

He holds a Bachelor of Arts in Economics from the University of California, Santa Cruz. Before Summitry, Julian worked as a Wealth Analyst on their Wealth Operations team, focusing on client billing execution and optimization.

A Bay Area native, Julian lives in San Francisco and enjoys sailing, skiing, scuba diving, attending live music events, and relaxing with his two cats, Toro and Scarlet.

Q & A

What drew you to the Bay Area?

While I was not born here, my family has a long and rich history in the Bay Area. The access to excellent education and breathtaking landscapes brought my parents back to the area when I was in elementary school. Since moving back, I have taken advantage of every new opportunity I have had here while also exploring the rest California has to offer.
What does “living your best Bay Area Life” mean to you?

Taking advantage of both the access to all the beautiful nature and the variety of cultural activities we have available. Living in the bay allows me to strike a great balance between exciting outdoor and indoor activities. I have had weekends where I have spent time skiing, sailing, and going to a concert.
What are your favorite pursuits outside of work?

I love to stay active and spend time on the water or the mountains. Some of my favorite outdoor activities are sailing, skiing, and scuba diving. When I am off the water, I enjoy going to concerts at some of the amazing music venues we have in the Bay Area.