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© All Rights Reserved. ApplyBlast.com
summitry
A Senior Financial Advisor at Summitry manages high-net-worth client relationships, delivering comprehensive financial planning and investment guidance. The role involves leading client meetings, collaborating with portfolio management and tax professionals, and driving business growth through referrals and partnerships.
Headquarters
Foster City, California, United States
Company Size
11-50 employees
Founded
2003
Summitry is a Bay Area wealth management and advisory firm that provides personalized financial planning and investment strategies tailored for life in California. Based in Silicon Valley, their advisors focus on customizing plans to help clients maximize the benefits and navigate the unique financial considerations of the region. Summitry combines local expertise with comprehensive investment advice to align portfolios and long-term planning with each client's goals.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for summitry.
41% above the average for this role
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