Anthony Piquit
Business Operations Specialist & Portfolio Administrator @ Summitry
About Anthony Piquit
Anthony Piquit is a Business Operations Specialist and Portfolio Administrator at Summitry, known for his background in finance and contributions to local high school baseball.
Known information
Anthony Piquit serves as a Business Operations Specialist and Portfolio Administrator, having joined Summitry in 2020. He holds a Bachelor of Science in Business Administration with a concentration in Finance from San Francisco State University. Prior to his current role, he worked as a Client Service Associate at Morgan Stanley. Residing on the Peninsula, Anthony lives with his Pekingese/Yorkie mix, Louie. Outside of his professional life, he is passionate about DJing and actively contributes to his community by volunteering as an assistant baseball coach at a local high school. His coaching has led the varsity baseball team to win back-to-back league championships for the first time in over forty years.
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.