Dave is the founder and is ultimately responsible for all aspects of SGI. This includes overseeing investments, sales, operations, and compliance.

In Dave’s spare time he still manages SGI.

Aash oversees the execution of both the quantitative and fundamental portions of the investment strategies.

As Co-Chief Investment Officer, Steve oversees all private capital and fixed-income investing. He oversees every facet of SGIs family office and is a member of SGIs investment committee.

Steve enjoys hiking , mountain biking and spending time with his wife, children and grandchildren.

Richard leads the trading part of the process. This includes equity buys and sells as well as cash flow management.

He is recently happily married and is an avid movie lover.

Bryce is tasked with finding, maintaining and enhancing our institutional, advisory and client relationships. He also works directly with SGI's mutual and hedge fund relationships and provides strategic guidance across SGI.

He is active in supporting the sports and dance activities of his children.

Jeff is focused on growing Summit Global Investments through serving new clients and by improving our service to individual Investment Advisor Representatives.

He enjoys the mountains and his grandkids.

As Chief Operating Officer, Frank oversees all day-to-day operations for SGI. Frank also helps oversee the firm’s family office and is a member of SGI's investment committee.

Frank enjoys traveling, gardening and spending time with his family.

Spencer is responsible for all things tech at Summit. He develops all the products that advisors and clients use to manage their accounts with SGI, as well as a number of internal tools.

He has four rowdy boys, speaks Japanese and loves a good movie.

Carl is responsible for making sure everyone at SGI gets paid, as well as budgeting and other HR tasks.

He enjoys hunting and many things outdoors.

Tim is tasked and focused on growing Summit Global Investments through interaction with new and existing Advisors.