Summitry

Meet Matthew Gordon, a Senior Equity Analyst & Portfolio Manager at Summitry. A Boston native turned Bay Area enthusiast, he’s passionate about finding great investments, skiing in Tahoe, and embracing the region’s innovation. At Summitry, he thrives on discovering opportunities and shaping strong portfolios for our clients. #LifeAtSummitry #InvestingInExcellence

Meet Cynthia, a Senior Financial Advisor at Summitry who has been helping clients achieve their financial goals since 1992. With decades of experience at firms like Charles Schwab and Citibank, she brings deep expertise and a passion for client success. Outside of work, she enjoys life in San Jose with her husband and three children! #LifeAtSummitry #FinancialAdvisory

Last night, we had an incredible evening discussing tax-advantaged strategies for managing concentrated positions. From diversification techniques to charitable giving options, Alex Katz and Alexander Leitzes explored innovative solutions to help high-net-worth families navigate financial challenges. A big thank you to our partners at Schwab and to everyone who attended! Special shoutout to our Schwab colleagues who joined us: Alexander Eckert CFP? ChFC?, Abhi Gupta, CFP?, Suki Lee, Xavier Williams,CFP?, MBA, Randy Manzanares, and Michael C.

Congratulations to Matthew Gordon on his ten-year milestone with Summitry! This is what his manager, Michael, had to say: "I’m thrilled to congratulate Matt on reaching the major milestone of TEN years at Summitry! Matt embodies our core values—Care, Grow, and Drive—and has made enormous contributions to our investment team, playing an instrumental role in helping the team achieve outstanding outcomes for our clients. Congratulations, Matt! Enjoy your well-earned sabbatical!"

?? We're thrilled to welcome Mary Miranda, our new Associate Financial Advisor!?? Mary loves cooking ?? and exploring the great outdoors with her husband, making it a tradition to visit the breathtaking landscapes of Yosemite National Park once a year. ??? We're excited for the positive impact she'll bring! ?? Welcome, Mary!

Congratulations to Anthony Piquit on his five-year milestone with Summitry! This is what his manager, Jen, had to say: "We are thrilled to celebrate Anthony's five-year milestone with Summitry! Since joining our client service team, Anthony has consistently demonstrated a great attitude and a willingness to help out wherever needed. His positive energy and dedication have made a significant impact on our team. Anthony's journey with us has seen him transition from the client service team to becoming a valuable member of our trading team. His commitment to excellence and his readiness to assist in any situation are truly commendable. Beyond his professional contributions, I enjoy engaging in conversations with Anthony about football, particularly our shared passion for the 49ers. His enthusiasm for the game has brought many enjoyable moments to our discussions. We are grateful for Anthony's hard work and dedication over the years. Here's to many more successful years together at Summitry!"

???? Join us in giving a warm welcome to Phil Campit, our new Financial Advisor at Summitry! Phil's passion for travel has him aiming to visit 100 countries, and he's already cooked dishes from 154 out of 197 countries! ??? We're thrilled to have you with us, Phil! #WelcomePhil

In any tech shift, there are winners and there are losers. Who are they? Check out our recent webinar discussing DeepSeek’s impact on the AI landscape. https://lnkd.in/g7Zn29mt

We are grateful to gather and celebrate the Lunar New Year with our Summitry community. Wishing everyone health, happiness and prosperity in 2025.

We’re happy to announce the promotion of Gina McGhee, FPQP? to Financial Planning Associate! In this role, Gina will continue to provide focused support to Cynthia Duncan and the advisement team, while also dedicating her efforts to projects specific to the Private Client Group. This is what her manager, Emily, had to say: “This promotion is an acknowledgment of the immense amount Gina has learned and grown during her four years with Summitry. She is an invaluable member of the team, and has a positive impact on all the client relationships she supports. I’m delighted to see Gina expanding her role and look forward to her bright future.” Please join us in congratulating Gina! We’re excited to see her thrive in the next chapter of her career.