Summitry Appoints Alex Katz and Conor Wilkes as Co-CEOs

SAN FRANCISCO–(BUSINESS WIRE)–Jul 13, 2026–

Summitry, a Bay Situation RIA that supplies personalized financial planning and investment suggestions that are rooted in native insight, has appointed Summitry President Alex Katz and Chief Working Officer Conor Wilkes to the roles of Co-CEOs. They be triumphant Colin Higgins, who after 22 years of leadership is transitioning into the role of Government Chairman. Higgins will continue to provide strategic steering and cultural leadership as the firm continues to grow. He’ll also work carefully with Summitry’s dad or mum company, Aspen Long-established Wealth, on areas of strategic significance, including supporting unique RIA partnerships, identifying and nurturing handbook talent, and the expansion of AI-enabled service capabilities.

“It’s a ways tough to overstate Colin’s impact on our firm. Over greater than twenty years, he helped make Summitry into what it’s this day: a firm grounded in care, integrity, and a deep dedication to helping possibilities dwell their only Bay Situation lives. While his role is evolving, his perspective, values, and impact will remain a major segment of our future,” said Katz and Wilkes.

As Co-CEO, Katz will center of attention on identifying and servicing unique possibilities, leading investment and financial planning choices, and valid boost suggestions. Wilkes will center of attention on operations to abet be sure the firm continuously delivers a first-rate-tier client skills.

“It’s an wonderful privilege to step into this role alongside Conor and make on the foundation Colin has created over the closing 22 years. Summitry has continuously been defined by distinctive relationships with our possibilities, our other folks, and the communities we help. As we see ahead, we’ll continue investing in the talent, capabilities, and advice that abet our possibilities navigate life’s major financial decisions with self belief, whereas keeping the customised skills that has continuously just Summitry apart,” said Katz.

“Summitry’s success has continuously come from pairing considerate advice with a great client skills, and I’m angry to abet lead our subsequent chapter. As we continue to grow, we’ll remain centered on strengthening the programs, technology, and operational excellence that allow our advisors to employ more time doing what they bring out only … serving possibilities. Together, Alex and I are committed to honoring the tradition Colin built whereas positioning Summitry for sustainable, long-term success,” added Wilkes.

Primarily based in 2003, Summitry manages approximately $4 billion in sources and supplies personalized financial planning and investment suggestions rooted in native insights. The firm supplies choose up admission to to a nice different of institutional-grade investing and advisory companies and products, including in-depth financial planning, retirement planning, estate and belief companies and products, and equity compensation advice.

“Colin has built an distinctive firm with a explain that prioritizes possibilities, collaboration, and long-term stewardship, and we’re grateful that he’ll continue to play a truly major strategic role for both Summitry and Aspen,” said Aly Kassim-Lakha, CEO of Aspen Long-established Wealth. “Alex and Conor are excellent leaders who’ve earned the belief of their colleagues and possibilities through their vision, integrity, and execution. Their complementary strengths put Summitry to make on its excellent success whereas persevering with to bring the customised advice and distinctive client skills that have defined the firm for greater than twenty years.”

Summitry is a Bay Situation wealth management firm offering personalized financial planning and investment suggestions, rooted in native insight. We abet grow and give protection to your wealth so you might perhaps pursue your only Bay Situation life. Primarily based in 2003, the firm has $4 billion in AUM, a dimension big sufficient to safe highly sophisticated programs, to have choose up admission to to a nice different of institutional compare instruments and companies and products, and to employ the wonderful-caliber official talent, whereas asserting the tradition and personalized manner of a boutique investment firm. Summitry supplies different companies and products, including personalized financial planning, retirement planning, estate and belief planning, California tax suggestions, charitable reward planning, fiduciary abet, equity compensation and advantages advice to executives, asset management, and personalized investment suggestions. Summitry has its sights just on becoming essentially the most-admired firm in the marketplace and essentially the most-admired workplace for our team. Be taught more about Summitry.

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KEYWORD: UNITED STATES NORTH AMERICA CALIFORNIA

INDUSTRY KEYWORD: PERSONAL FINANCE FINANCE PROFESSIONAL SERVICES OTHER PROFESSIONAL SERVICES ASSET MANAGEMENT

SOURCE: Summitry

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PUB: 07/13/2026 08:00 AM/DISC: 07/13/2026 08:00 AM

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