Summitry Appoints Alex Katz and Conor Wilkes as Co-CEOs
Colin Higgins has transitioned into an Executive Chairman role after 22 years of leadership Summitry, a Bay Area RIA that provides personalized financial planning and investment strategies that are rooted in local insight, has appointed Summitry President Alex Katz and Chief Operating Officer Conor Wilkes to the roles of Co-CEOs. They succeed Colin Higgins, who......