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Summitry Employee Directory

Financial ServicesCalifornia, United States51-200 Employees

Summitry operates in the financial services sector, offering personalized financial planning guidance and investment strategies tailored to life in the Bay Area. The firm is based in Foster City, in the Bay Area, and serves clients seeking customized planning and investment support. As a mid-sized firm, Summitry focuses on helping individuals and households address their local financial needs with targeted guidance.

Recently, Summitry announced the acquisition of Vantage Wealth, LLC, an RIA based in Pasadena. The move expands Summitry's geographic footprint beyond the Bay Area.

Find Summitry employees' phone numbers or email addresses

Summitry Global Highlights

Location
Employees

North America
63

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  • United States Of America
    62
  • Canada
    1

Summitry's Leadership

  • President at Summitry
    J. S.
    President
    Mobile Phone
  • Owner at Summitry
    J. L.
    Owner
    Mobile Phone
  • Marketing Manager at Summitry
    A. L.
    Marketing Manager
    Mobile Phone
  • Senior Financial Advisor & Advisor Manager at Summitry
    E. H.
    Senior Financial Advisor & Advisor Manager
    Mobile Phone
  • As Compliance Manager at Summitry
    R. C.
    As Compliance Manager
    Mobile Phone
  • Senior Financial Advisor at Summitry
    K. K.
    Senior Financial Advisor
    Mobile Phone
  • Investment Associate at Summitry
    C. T.
    Investment Associate
    Mobile Phone
  • Financial Planning at Summitry
    C. P.
    Financial Planning
    Mobile Phone

Summitry Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Entrepreneurship
  • Finance
  • Human Resources
  • Other
  • Accounting
  • Business Development

Contact profiles from Summitry

Name
Title
Contact
Location
Last Update
  • Financial Advisor at Summitry
    T. P.
    Financial Advisor
    Mobile Phone
    Jun 08, 2026

Frequently Asked Questions

What is Summitry known for?

Minus sign iconPlus sign iconSummitry was founded in 2003 and operates in the Financial Services industry. Explore Summitry's company overview page for more information.

What is Summitry's most common email format?

Minus sign iconPlus sign iconSummitry employees' email format typically follows the pattern of First@summitry.com. Trying to find reliable and up-to-date employee contact data? Find more Summitry email formats with LeadIQ.

How many employees does Summitry have currently?

Minus sign iconPlus sign iconSummitry has approximately 58 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Summitry's key employees and leadership?

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As of August 2026, Summitry's key employees include:

  • President: J. S.
  • Owner: J. L.
  • Marketing Manager: A. L.
  • Senior Financial Advisor & Advisor Manager: E. H.
  • As Compliance Manager: R. C.

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