Summitry LLC

10 new golf courses a year. 5 years in the same Sunday softball league. 2 continents on his first international trip. Meet JP Theriault, the newest Associate Financial Advisor joining Summitry. If his hobbies are any indication, he's someone who shows up and keeps showing up.

Welcome to the team, JP. Glad to have you!

A great day at our fourth SAN Summit Event, held with our partners at the East Bay Schwab branches. 🤝

Our team had the opportunity to walk Financial and Investment Consultants through how to optimize their resources and best collaborate with partners to serve their clients. Thank you to the attendees for their engagement and spirited discussion!

Also, a special thank you to Gupta for joining the discussion, and to the team for hosting us for the day. We hope to continue these events for many years to come!

Congratulations, Jason, on your 10-year anniversary with Summitry! 🎉

Michael, Jason's manager, shares, "A decade is a remarkable milestone in this industry, and Jason's ten years here tell the story of someone who has grown into his work with intention and depth. His pivot onto the Research team was earned through curiosity, persistence, and a clear point of view, and as a Senior Equity Analyst he has built a body of work defined by intellectual rigor, patient conviction, and a refusal to cut corners. Jason has navigated multiple market cycles, sharpened countless investment theses, and quietly mentored colleagues along the way. Congratulations, Jason, on ten years of thoughtful analysis, steady partnership, and the kind of long-term thinking that makes everything we do better."

Welcome to the team, Lacey! 🎉

We're thrilled to have joining Summitry as our newest Financial Advisor Associate.

A few things you should know about her:
→ She spent last school year studying abroad in South Korea
→ She's run her own thrift clothing pop-ups
→ Her newest hobby: rock climbing

Whether you want to swap Seoul travel tips, talk vintage finds, or compare climbing routes, Lacey's the one to find. So glad to have you here, Lacey! Let's make it a great start.