Summa Global Advisors
Our mission is to grow, preserve and protect the wealth of our clients. We work closely with each client and their other advisors to develop strategies and customize portfolios that will serve as a blueprint toward achieving their financial and life goals.
7-day free trial · no credit card
Verified contacts
4
available on Kipplo
LinkedIn employees
2
1 to 10 range
Open roles
—
no listings
Distinct roles
2
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
Sign up free to see all 4 verified contacts at Summa Global Advisors
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
4 contacts with verified email or phone · masked until revealed.
- HY
Henry Yu
Managing Director · General Business & Management
EmailPhone - VT
Valerie Tucker
Chief Compliance Officer · Legal
EmailPhone
Showing 2 of 4 verified contacts
Top roles at Summa Global Advisors
2 distinct titles indexed · top 2 shown.
- 3managing director
- 1chief compliance officer
Sign up to unlock all 4 contacts at Summa Global Advisors
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 4 verified contacts at Summa Global Advisors
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.