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Summitry Founder Steps Down, Names Two Co-CEOs
Summitry, the first registered investment advisor to be bought by RIA holding firm Aspen Standard Wealth, has announced a leadership change that will see its fo...
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Colin Higgins, who founded Summitry in 2003 and built it into a $4 billion registered investment advisor, has moved to executive chairman. President Alex Katz and Chief Operating Officer Conor Wilkes take over as co-chief executive officers.
Higgins sold a majority stake to Aspen Standard Wealth in November 2024. Katz will lead client acquisition, investment strategy, and growth. Wilkes will oversee operations and client experience.
“We’ll continue investing in the talent, capabilities, and advice that help our clients navigate life’s most important financial decisions with confidence, while preserving the personalized experience that has always set Summitry apart,” Katz said in a statement.