Summitry Employee Directory

Q: Who are Summitry key employees?

Some of Summitry key employees are Kurt Hoefer , Ji Jenny Ge

Summitry corporate office is located in 919 E Hillsdale Blvd Ste 150, Foster City, California, 94404, United States and has 11-50 employees.

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Employees by Department

Departments

Number of employees

Finance

Operations

Sales

Information Technology

C-Suite

Human Resources

Summitry CEO

Conor WilkesCo-Chief Executive Officer

Phone

See Profile

Key Employees of Summitry

KH
Kurt Hoefer
Chief Strategy Officer
PhoneEmail
JJ
Ji Jenny Ge
Manager, Finance & Controller
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail

Summitry Global Presence

Location	People at location
North America	11-50
Europe	1-10

Index of contact profiles from Summitry

Hundreds of professionals searching for Summitry have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

RF
Ryan Ficks
Email Direct
Senior Financial Advisor
United States , California , Foster City

TL
Tiffany Lessler
Email Direct
Director, Talent
United States , California , Foster City

MP
Mandy Pham
Email Direct
Senior Financial Advisor
United States , California , Foster City

AT
Archana Turaga
Email Direct
Financial Planning Associate
United States , California , Foster City

Conor Wilkes
Email Direct
Co-Chief Executive Officer
United States , California , Foster City

SW
Sherry Williams
Email Direct
Cfp Senior Relationship Manager
United States , California , Foster City

KD
Karen Durner
Email Direct
Director, Client Services
United States , California , Foster City

JR
Jennifer Rouse
Email Direct
Director, Operations & Cco
United States , California , Foster City

GG
Gary Golub
Email Direct
IT Procurement Specialist
United States , California , Foster City

EJ
Eric Jungling
Email Direct
Senior Financial Advisor
United States , California , Foster City

KK
Ken Kooi
Email Direct
Senior Financial Advisor
United States , California , Foster City

AP
Ayse Pehlivan
Email Direct
Senior Portfolio Administrator & Fixed Income Trader
United States , California , Foster City

AL
Alexander Leitzes
Email Direct
Principal
United States , California , Foster City

TG
Thomas Guinane
Email Direct
Principal
United States , California , Foster City

DE
Demia Edwards
Email Direct
Senior Team Lead, Operations
United States , California , Foster City

EH
Emily Hazelroth
Email Direct
Senior Financial Advisor & Advisor & Manager
United States , California , Foster City

JJ
Ji Jenny Ge
Email Direct
Manager, Finance & Controller
United States , California , Foster City

KH
Kurt Hoefer
Email Direct
Chief Strategy Officer
United States , California , Foster City

LO
Lisa Ozaki
Email Direct
Financial Associate & Advisor
United States , California , Foster City

JD
John Dorr
Email Direct
Senior Salesforce Administrator & Manager, Systems
United States , California , Foster City

CD
Cynthia Duncan
Email Direct
Senior Financial Advisor
United States , California , Foster City

DL
Diana Le
Email Direct
Financial Planning Associate
United States , California , Foster City

GM
Gina McGhee
Email Direct
Financial Advisor & Assistant
United States , California , Foster City

Former Employees at Summitry

Explore people who held key positions, contributed to Summitry's success, and advanced their careers.

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Senior Portfolio Analy... at Wealth Enhancement

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Manager, Client Servic... at Wealth Enhancement

Worked as Customer Service Specialist

at Summitry (2023-2025)

Direct

Aleese Peterson-Cotton

Senior Vice President,... at Northern Trust

Worked as Financial Advisor

at Summitry (2017-2018)

Direct

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Wealth Counselor at Osborne Partners Capit...

Worked as Advisor Group Manager and Senior Financial Adv...

at Summitry (2018-2022)

Direct

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Regional VP at Price Chopper

Worked as Regional VP

at Summitry (1970-2023)

Direct

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Manager, External Affa... at Swedish Match

Worked as Wealth Management Intern

at Summitry (2018-2018)

Direct

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Frequently Asked Questions Regarding Summitry Employees

How many employees does Summitry have?

Summitry has 11-50 employees

Who is the CEO of Summitry?

Summitry’s CEO is Conor Wilkes

Who are Summitry key employees?

Some of Summitry key employees are Kurt Hoefer, Ji Jenny Ge

Where is Summitry located?

Summitry’s headquarters are located at 919 E Hillsdale Blvd Ste 150, Foster City, California, 94404, United States

How do I contact Summitry?

Summitry Contact Info: Phone number: (650) 212-2240 Website: www.summitry.com

What does Summitry do?

Summitry is a Bay Area wealth management firm offering personalized financial planning and investment strategies, rooted in local insight. The company helps grow and protect your wealth so you can pursue your best Bay Area life. Founded in 2003, the firm has over $1.7 billion in assets under management, a size large enough to possess highly-sophist... Read More

Is Summitry a public company?

Summitry is private company therefore does not currently have an official ticker symbol

See more information about Summitry Employees