Summitry LLC

Meet Jack Zhao, an Equity Analyst and member of the investment team at Summitry. Jack is responsible for researching new ideas and monitoring existing holdings. His research focuses on quality businesses at attractive valuations, with experience across sectors and geographies. Jack has worked in investment management since 2012, with prior experience on the investment teams at Bessemer Trust and FLAG Capital, and worked in management consulting at Oliver Wyman and Dean & Comp...any. #meettheteammonday #bestbayarealife #summitryllc

Meet Kevin Szeto, Financial Planning Associate Manager, who supervises, guides and trains the team of Financial Planning Associates. He also supports his pod of Advisors in first looking to understand the client’s situation and their needs. Kevin helps clients build comprehensive financial plans to better understand how to approach the big decisions in life. Originally from Southern California, Kevin has made the move to the Bay Area and is always open to learning about new t...hings to do and places to go. Thanks Kevin! #meettheteammonday #bestbayarealife #summitryllc

If you could give only one piece of financial advice, what advice or tip would you give and why? See what advice our Private Client Group had to give! #wealthmanagement #financialplanning #summitryllc

We're back with more Election perspective! Check out some highlights that came out of our recent Election Outlook webinar. #election2020 #presidentialelection #market

How do presidential elections affect the market? We share our thoughts on the most popular questions posed by our clients this week. #elections #market #q&a

Meet Demia, Client Service Specialist. She ensures that requests from clients are communicated to the rest of the team and are executed seamlessly. Demia lives in San Mateo where she is continuing her education in Psychology and Business Administration. During her free time, Demia enjoys taking on the great outdoors and finds joy in hiking with friends. Keep up the good work Demia! ... #meettheteammonday #bestbayarealife #summitryllc

Meet Emily, Summitry's amazing Office Administrator. Emily is our brand ambassador, greeting clients and guests in person and over the phone. She's responsible for the day-to-day smooth operations of the office and also supports the Sales/Business Development team. Last month Emily did an extraordinary job orchestrating our move into a new office space despite being faced with the unique challenges of the pandemic. Thanks for always going above and beyond Emily! ... #meettheteammonday #bestbayarealife #summitryllc

After 8 years of owning Apple, we've decided to sell. Hear from Michael Kon, CFA, our Director of Research, on our rationale and philosophy #investment #apple

How did you stay cool through the heat wave this weekend? Summiteers went to cool off with ice cream #connectedness #staycool #icecreamsunday

Don't miss out on our LIVE webinar on Charitable Giving tomorrow! Get tips on creating a charitable giving strategy. Register now: https://mailchi.mp/summitry.com/webinar-charitable-giving #webinar #giving #charity #impact

Meet Michael Kon, Summitry’s Director of Research and a member of the firm’s Investment Committee. Michael is responsible for the firm’s research process and leads the investment meetings of the research team. He also performs detailed equity research on a broad range of industries, evaluating the merits and risks of stock exposures in Summitry client portfolios, and seeking additional opportunities for investment. Thanks for all you do Michael! #meettheteammonday... #bestbayarealife #summitryllc See more

One thing about the baseball season that won’t be disrupted by COVID-19: Bobby Bonilla’s deferred annuity. Click here to read more. #investing #annuity #baseball

Your contributions are more than a transaction or a tax deduction. They are a reflection of who you are and what you care about. Learn how to create a charitable giving strategy that makes your dollars go further. Sign up to join us live August 12th or to request the recording.... #webinar #charity #charitablegiving #values

Meet Mandy Pham, Senior Financial Advisor, advising clients on a wide range of matters, including employee benefits, investment, insurance, tax, and estate planning. Mandy creates meaningful impact on the lives of her clients and the people that they care most about. #meettheteammonday #bestbayarealife #summitryllc

The Bay Area is ripe with risk, reward, success, and failure. Read more about what to expect when you're expecting an IPO #ipo #investmentstrategy

The second quarter saw equity markets soundly recover from levels reached in the most acute phase of the market crisis caused by the emergence of COVID-19. Read our quarterly commentary here. #commentary #market