Ayse Pehlivan
Senior Portfolio Administrator and Fixed Income Trader @ Summitry
About Ayse Pehlivan
Ayse Pehlivan is a Senior Portfolio Administrator and Fixed Income Trader with a background in bank auditing and a strong educational foundation in finance.
Known information
Ayse Pehlivan has been a Senior Portfolio Administrator and Fixed Income Trader since 2000, initially working with the team at Hoefer and Arnett, Inc., which later became part of Summitry. Prior to this, she spent seven years as a Bank Auditor at Vakif Bank in Ankara, Turkey. Ayse holds an MBA in Finance from Golden Gate University and a Bachelor of Arts in Finance from the University of Ankara. She has also passed Level I of the Chartered Financial Analyst (CFA) Exam. Residing in Burlingame, Ayse is an avid outdoor enthusiast and a member of the National Association of Nutrition Professionals (NANP), reflecting her commitment to healthy living. Her hobbies include biking, hiking, and running.
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.