Taya Cowan

Associate Financial Advisor

About Taya

Taya Cowan is an Associate Financial Advisor at Summitry, where she partners directly with clients and supports the Private Client Group by providing advisory and planning support to the firm’s Financial Advisors.

Taya earned her Bachelor of Arts degree from Harvard University, where she concentrated in Sociology and Economics. She began her career in digital marketing before pivoting to financial services, driven by a commitment to helping families build and preserve generational wealth. She previously served as a Financial Advisor at Edward Jones and Northwestern Mutual, where she worked with high-net-worth families across the Bay Area and clients nationwide. Taya has been in the financial services industry since 2021. Outside of work, Taya enjoys traveling, exploring new hobbies, and cooking for friends and family.

Q & A

  • What drew you to the Bay Area?

    I wanted to live somewhere with mild weather, sunshine, and access to so many different activities and communities.
  • What are your favorite pursuits outside of work?

    Discovering new hobbies with friends, trying new restaurants, and attending concerts and comedy shows.
  • If you volunteer for a charity, which one(s) and why?

    I participate in the Walk to End Alzheimer's because my grandmother suffered from Alzheimer's. It's a cause that is very close to my heart.
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Alex Katz

President