Summitry Information
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Summitry
Summary
Summitry is a privately held company that has been in the industry for 23 years. The company currently specializes in the Investment Management area. Its headquarters is located at US. The estimated number of employees - 5. To connect with Summitry employee register on SignalHire.
Organization Website | summitry.com |
Phone Number | 6502122240 |
Industries | |
Headquarters Location | 1850 Gateway Drive, Suite 100, San Mateo, CA, 94404 US |
Employees Size | 10-50 employees |
Founded | 2003 |
Employees Turnover 4 quarter 2025
Length of Employment
Employee tenure at Summitry shows a diverse range of experience levels:
11% for 5–7 years11% for 8–10 years78% have over 11 years of service at SummitryDiscover More
Contact top employees from
Summitry
Kurt Reitze
Senior Claims Adjuster
Anthony Piquit
Business Operations Specialist
Jack Stannard
Business Development Associate
William Berg
Associate Financial Advisor
Colin Higgins
CEO
Chris Moody
Financial Advisor
Gina McGhee, FPQP®
Financial Planning Associate
Misty Hurd, M.A.T
Customer Services Specialist
Jaime Kauble
Administrative Coordinator
Allison Uozumi
Financial Advisor Assistant
Jennifer Rouse
Director of Operations & CCO
Michael Kon, CFA
Director of Research & Portfolio Manager
Claire Shifren, CFP
Senior Financial Advisor
Demia Edwards
Lead Client Service Specialist
Matthew Gordon
Portfolio Manager & Senior Research Analyst
Jason Yu, CFA
Senior Equity Analyst
Kurt Hoefer, CFA
Chief Strategy Officer
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FAQ
Summitry operates in the Portfolio Management industries. More details can be found on the official website: summitry.com.
The headquarters of Summitry are located in San Mateo, United States.
You can contact Summitry by phone at 6502122240.
Summitry currently employs 10-50 people.
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