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Golub Group is now Summitry, LLC logo

Golub Group is now Summitry, LLC Employee Directory

Investment ManagementCalifornia, United States11-50 Employees

Summitry, LLC, formerly Golub Group, operates as an independent investment advisory firm. It serves the investment needs of families, individuals, foundations, endowments, and business owners seeking guidance with pension and profit-sharing plans. The company is based in San Mateo, in the San Francisco Bay Area, and was founded in 2003.

With over $1 billion in assets under management, the firm provides institutional-grade investment management and comprehensive financial advice. It also acts as the manager of separate accounts for other independent financial advisors and operates a no-load equity mutual fund. Although it has access to sophisticated research tools and highly qualified professionals, the firm maintains a boutique culture and a relatively small professional team.

Find Golub Group is now Summitry, LLC employees' phone numbers or email addresses

Golub Group is now Summitry, LLC Global Highlights

Location
Employees

North America
18

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  • United States Of America
    18

Europe
1

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  • Serbia
    1

Golub Group is now Summitry, LLC's Leadership

  • Stylized image of a person
    C. C.
    Director Of Finance & Technology
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. G.
    Equity Analyst
    Phone icon
    Mobile Phone

Golub Group is now Summitry, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Accounting
  • Administrative
  • Analytics
  • Other
  • Arts & Design

Contact profiles from Golub Group is now Summitry, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    C. C.
    Director Of Finance & Technology
    Phone icon
    Mobile Phone
    Jul 01, 2024
  • Stylized image of a person
    M. G.
    Equity Analyst
    Phone icon
    Mobile Phone
    Mar 03, 2025

Frequently Asked Questions

What is Golub Group is now Summitry, LLC known for?

Minus sign iconPlus sign iconGolub Group is now Summitry, LLC was founded in 2003 operates in the Investment Management industry; you can contact the main corporate office by phone at
+1-650-212-****
. Explore Golub Group is now Summitry, LLC's company overview page for more information.

What is Golub Group is now Summitry, LLC's most common email format?

Minus sign iconPlus sign iconGolub Group is now Summitry, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Golub Group is now Summitry, LLC email formats with LeadIQ.

How many employees does Golub Group is now Summitry, LLC have currently?

Minus sign iconPlus sign iconGolub Group is now Summitry, LLC has approximately 33 employees as of July 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Golub Group is now Summitry, LLC's key employees and leadership?

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As of July 2026, Golub Group is now Summitry, LLC's key employees include:

  • Director Of Finance & Technology: C. C.
  • Equity Analyst: M. G.

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