Summitry Founder Hands Co-CEO Roles to 2 Executives at $4 Billion RIA
Updated
Updated · Wealth Management · Jul 13
Summitry Founder Hands Co-CEO Roles to 2 Executives at $4 Billion RIA
3 articles · Updated · Wealth Management · Jul 13
Summary
Colin Higgins moved from CEO to executive chairman after 22 years, elevating President Alex Katz and COO Conor Wilkes to lead Summitry jointly.
Summitry said Katz will drive new-client growth, investments and financial planning, while Wilkes will oversee operations and client experience.
Aspen Standard, which bought a majority stake in Summitry in November 2024, holds more than 75% of the firm, according to its June 30 Form ADV.
Higgins will stay involved on strategy, RIA partnerships, advisor recruiting and AI-enabled service expansion as Summitry remains part of Aspen’s growing wealth-advisory network.