Alex Leitzes

Principal @ Summitry arrow icon

About Alex Leitzes

Alex Leitzes is a Principal who collaborates with key team members at his firm, including the Chief Growth Officer and other Principals.

Known information

Alex Leitzes holds the position of Principal and is an integral part of his team, working closely with several significant figures within the company. He collaborates with Alex Katz, the Chief Growth Officer, to drive the company’s growth strategies. Additionally, he works alongside Tom Guinane, who is both a Principal and the Business Development Manager, suggesting a strong involvement in expanding the company’s business reach. Alex Leitzes also partners with Brandy Savage, another Principal, indicating a collaborative leadership structure at his firm.

About Summitry

Summitry, based in Foster City, California, provides personalized financial planning and investment strategies, including retirement, estate, and tax planning tailored to individual needs.

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People similar to Alex Leitzes

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Chief Client Experience Officer @ Summitry

Joe Martin is the Chief Client Experience Officer, a UCLA psychology graduate, who resides in Redwood City with his family and actively volunteers with LifeMoves.

Tom Guinane

Principal and Business Development Manager @ Summitry

Tom Guinane is a seasoned business professional with experience at Fisher Investments and JPMorgan Chase, currently serving as a Principal and Business Development Manager.

Brandy Savage

Principal @ Summitry

Brandy Savage is a principal with a J.D. from Villanova Law, who has extensive experience in financial advising at Fidelity and Merrill Lynch, and a background in competitive public speaking.

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