The Summit Group Advisors Employee Directory

The Summit Group Advisors corporate office is located in 342 W Woodlawn Ave Ste 200, San Antonio, Texas, 78212, United States and has 1-10 employees.

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Employees by Department

Departments

Number of employees

Finance

C-Suite

Engineering & Technical

The Summit Group Advisors CEO

Peter CoulchinskyPresident, Chief Executive Officer & Portfolio Manager

Phone

See Profile

Key Employees of The Summit Group Advisors

AC
Alejandro Cabe...
Managing Partner
PhoneEmail
RU
Rakesh Upadhya...
Technical Analyst & Portfolio Consultant
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail

The Summit Group Advisors Global Presence

Location	People at location
North America	1-10

Index of contact profiles from The Summit Group Advisors

Hundreds of professionals searching for The Summit Group Advisors have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

AC
Alejandro Cabezut
Email Direct
Managing Partner
United States , Texas , San Antonio

Peter Coulchinsky
Email Direct
President, Chief Executive Officer & Portfolio Manager
United States , Texas , San Antonio

RU
Rakesh Upadhyay
Email Direct
Technical Analyst & Portfolio Consultant
United States , Texas , San Antonio

Former Employees at The Summit Group Advisors

Explore people who held key positions, contributed to The Summit Group Advisors's success, and advanced their careers.

IS
Ignacio Sunderland
Investment Professiona... at Alterna Securities
Worked as Research Analyst
at The Summit Group Advisors (2019-2020)
Email Direct
JC
Jose Cerecedo Lopez
Assistant Professor at Elon University
Worked as International Business Development
at The Summit Group Advisors (2017-2018)
Email Direct

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Frequently Asked Questions Regarding The Summit Group Advisors Employees

How many employees does The Summit Group Advisors have?

The Summit Group Advisors has 1-10 employees

Who is the CEO of The Summit Group Advisors?

The Summit Group Advisors’s CEO is Peter Coulchinsky

Who are The Summit Group Advisors key employees?

Some of The Summit Group Advisors key employees are Alejandro Cabezut, Rakesh Upadhyay

Where is The Summit Group Advisors located?

The Summit Group Advisors’s headquarters are located at 342 W Woodlawn Ave Ste 200, San Antonio, Texas, 78212, United States

How do I contact The Summit Group Advisors?

The Summit Group Advisors Contact Info: Phone number: (210) 293-0293 Website: www.thesummitgroupadvisors.com

What does The Summit Group Advisors do?

The Summit Group is dedicated to maintaining strong human and professional values in its relationships while offering a range of financial services. Their offerings include asset management, portfolio consulting, financial planning, and investment strategy tailored to meet the needs of individuals and families. The organization emphasizes transpare... Read More

Is The Summit Group Advisors a public company?

The Summit Group Advisors is private company therefore does not currently have an official ticker symbol

See more information about The Summit Group Advisors Employees