Summitry Information
Contact top employees from
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:
20% for 5–7 years20% for 8–10 years60% have over 11 years of service at SummitryContact top employees from
Summitry
Kurt Reitze
Senior Claims Adjuster
Anthony Piquit
Business Operations Specialist
Jack Stannard
Business Development Associate
William Berg
Associate Financial Advisor
Ken Vander Kooi, CFP®
Senior 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
Ayse Pehlivan
Senior Portfolio Administrator and Fixed Income Trader
Jennifer Rouse
Director of Operations & CCO
Michael Kon, CFA
Director of Research & Portfolio Manager
Joe Martin, Financial Behavior Specialist®(FBS®)
Chief Client Experience Officer
Daniel Spector-Franson, CFP®
Financial Advisor
Claire Shifren, CFP
Senior Financial Advisor
Eric Jungling, CFP®
Senior Financial Advisor at Summitry
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
Similar Companies
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.
Data Privacy
GDPR COMPLIANT
SignalHire complies with the General Data Protection Regulation (GDPR). SignalHire follows GDPR requirements, including but not limited to rights of data subjects to access, correct, or delete their personal information and supports the right to be forgotten.
CCPA COMPLIANT
SignalHire is CCPA-compliant and provides California residents the right to know, access, opt out, and request deletion of their personal data.
