Summitry
Michael Kon, Cfa
Director Of Research & Portfolio Manager
Tyler Patterson, CFP
Financial Advisor
Roxanne Cardenas, IACCP
Compliance Manager
Michelle Wong
Workplace Experience Coordinator
Kenji Nagase
Client Service Specialist
Archana Turaga
Associate Financial Advisor
Michel’le Correia
Client Service Specialist
Demia Edwards, FPQP
Lead Client Service Specialist
Sneha Vaidya, FPQP
Client Service Specialist
Matthew Gordon, CFA
Senior Equity Analyst & Portfolio Manager
Mandy Pham, CFP, CFA, EA
Senior Financial Advisor & Financial Planning Committee Chairperson
Ann Luong
Marketing Manager