Summitry
Alejandra Torres
Trader & Data Specialist
Daniel Spector-Franson, CFP
Financial Advisor
Anthony Piquit
Business Operations Specialist & Portfolio Administrator
Jason Yu, CFA
Equity Analyst
Lisa Ozaki, CFP
Associate Financial Advisor
Claire Shifren, CFP
Senior Financial Advisor
Colin Higgins
Chief Executive Officer
Emily Hazelroth, CFP
Senior Financial Advisor & Advisor Manager
Jennifer Rouse
Director Of Operations & Chief Compliance Officer
Ayse Pehlivan
Senior Portfolio Administrator And Fixed Income Trader
Jack Zhao, Cfa
Senior Equity Analyst & Portfolio Manager Of Explore Strategies
Cindy Cutler
Finance And Systems Administrator