Summitry, LLC

Archana Turaga is a financial advisor at Summitry, LLC with Series 65 credentials and five years of industry experience. Prior to joining Summitry in 2021, she worked at Aspiriant LLC, Yellow Brick Road Financial Advisors LLC, and Carlton Pace Wealth Management. Summitry provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and institutional investors. The firm employs a research-driven investment approach focused on bottom-up valuation analysis and offers internally managed strategies as well as manager selection and separately managed account relationships.

James Vandevoorde is a financial advisor at Vantage Wealth with 29 years of industry experience. He holds a Series 65 designation and has been with Vantage Wealth for 33 years, following a recent role at Summitry, LLC. Vantage Wealth serves individuals, high-net-worth clients, trusts, retirement plans, and small businesses, providing discretionary investment management and financial planning. The firm's team of four advisors manages approximately $609 million across about 227 client relationships, employing a growth-at-a-reasonable-price equity approach combined with quantitative, fundamental, and technical analysis to construct diversified portfolios.

Mary Miranda is a ChFC® credentialed financial advisor at Summitry, LLC with one year of industry experience. She previously worked at Allworth Financial for six years and Yellowbrickroad Financial Advisors for four years. Summitry provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and institutional investors. The firm employs a bottom-up valuation analysis approach led by an internal Research team and Investment Committee, offering internally managed core strategies and allocations using vetted independent managers in public and private markets.

Michael Kon is a CFA® charterholder with six years of industry experience. He is currently with Summitry, LLC and has been affiliated with the Golub Group since 2013. Summitry provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and institutional clients, including investment companies. The firm employs a bottom-up valuation approach led by an internal Research team and Investment Committee, offering both internally managed core strategies and allocations to vetted independent managers.

Emily Hazelroth is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Summitry, LLC since 2021. Her prior experience includes roles at TIAA-CREF Individual & Institutional Services, Fidelity Personal and Workplace Advisors, and Strategic Advisers, Inc. Summitry provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and institutional clients, including investment companies. The firm employs a bottom-up valuation approach led by an internal Research team and Investment Committee, offering internally managed strategies and vetted independent manager allocations.

Cynthia Duncan is a financial advisor at Summitry, LLC with 17 years of industry experience. She holds Series 63 and Series 65 designations and has been with the Golub Group since 2005. Summitry provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and institutional investors. The firm employs a research-driven investment process focused on bottom-up valuation analysis and offers both internally managed strategies and allocations to vetted independent managers.

William Berg is a financial advisor at Summitry, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Sageview Advisory Group before joining Summitry. His background includes several years as a student prior to entering the financial industry. Summitry provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and various institutional clients, including investment companies. The firm employs a bottom-up valuation approach driven by an internal Research team and Investment Committee, offering both internally managed strategies and allocations to vetted Independent Managers across public and private markets.

Joseph Martin is a financial advisor at Summitry, LLC with 23 years of industry experience. He has held his current role at The Golub Group since 2003 and holds Series 63 and Series 66 licenses. Summitry provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and institutional investors. The firm’s investment approach is driven by bottom-up valuation analysis and offers internally managed core strategies as well as allocations to independent managers across public and private markets.

Daniel Spector Franson is a CFP® and holds a Series 66 license with five years of industry experience. He has worked at Summitry, LLC since 2022 and previously held roles at Sourjohn-Kim Retirement Solutions, Chen Financial Group, Lincoln Financial Advisors Corporation, and The Trust for Hidden Villa. Summitry provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and institutional clients, including investment companies. The firm employs a research-driven investment process focused on bottom-up valuation analysis and offers internally managed core strategies as well as allocations to vetted independent managers in public and private markets.

Claire Shifren is a CFP® professional with 10 years of industry experience, currently serving at Summitry, LLC in Portland, OR. She has been with Summitry, formerly known as Golub Group, since 2004. Summitry provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and institutional clients, including investment companies. The firm’s investment decisions are guided by a research team and an Investment Committee that use bottom-up valuation analysis to estimate intrinsic value, implementing clients into internally managed core strategies or explore allocations with vetted independent managers.

Colin Higgins is a financial advisor at Summitry, LLC in San Mateo, CA, with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at The Golub Group since 2003. Summitry provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and institutional investors. The firm employs a bottom-up valuation approach led by an internal Research team and Investment Committee to guide investment decisions and offers both internally managed strategies and allocations to independent managers.

Jack Zhao is a CFA® charterholder with eight years of industry experience, currently serving as a financial advisor at Summitry, LLC. His prior experience includes roles at Chicago Booth and Bessemer Trust. Summitry provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and institutional investors. The firm uses a research-driven investment process focused on bottom-up valuation analysis to guide decisions and offers internally managed core strategies alongside allocations to independent managers in both public and private markets.

Robert Hammack is a financial advisor at Summitry, LLC with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Charles Schwab, EquityBee, and Salesforce. Summitry provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and institutional clients, utilizing a research-driven investment approach focused on bottom-up valuation analysis. The firm manages the Summitry Equity Fund (GGEFX) and offers manager selection and separately managed account relationships for other advisors and institutions.

Lori Russell is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Summitry, LLC with one year at the firm. She has nine years of prior experience at Vantage Wealth and three years at D.A. Davidson & Co. Summitry, LLC provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and institutional clients, including investment companies. The firm’s investment approach is guided by an internal Research team and Investment Committee using bottom-up valuation analysis to inform portfolio decisions across internally managed strategies and allocations with independent managers.

Kenneth Vander Kooi is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Summitry, LLC since 2024. He previously worked at Scharf Investments LLC for 11 years. Summitry provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and institutional investors. The firm’s investment decisions are guided by an internal Research team and Investment Committee focusing on bottom-up valuation analysis, offering both internally managed core strategies and allocations using independent managers in public and private markets.