Experts
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Christopher Yoo
Managing Principal & CEO
Chris brings with him to Summit Asset Strategies, LLC years of experience and expertise as an investment manager and an executive. He specializes in advanced portfolio construction and investment research based on fundamental studies of various securities including Stocks, Bonds, Real Estate Investment Trusts (REIT), Limited Partnerships, Commodities, Derivatives, and Hedge Funds. Chris brings an in-depth knowledge of financial planning analysis and offers various strategies to preserve and grow clients' assets. Chris is a registered investment advisor representative.
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Sonny S.C. Ko
CFO & COO
Sonny brings over 15 years of vast experience in financing and lending-related investments to Summit Asset Strategies. Before joining Summit Asset Strategies, Sonny was a head underwriter and a regional sales manager for national wholesale lenders and has demonstrated the leadership and expertise in helping clients finding solutions and meeting their short term and long term goals. Through his education and experience, he recognizes the dynamics of risk and return by analyzing credit quality, collateral viability and capacity assessments. Sonny brings the critical expertise in asset management and he currently heads all of Summit's proprietary private offerings. Sonny is currently registered as an Investment Advisor Representative.
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Associate Fund Manager
Investment Research Analyst
Charlie joined the Summit Assets Strategies team by bringing with him the experience as a Financial Advisor from AXA Financial. A graduate of Economics from University of Michigan, Charlie's approach to economic analysis is always based on extensive research and practical business theories. He has developed to put these systematic lessons into practice by mainly supporting the Investment Management & Banking Division, as well as other professionals within the firm. He is devoted to developing Summit's steady reputation to optimize a client's personalized financial goals and needs. Charlie is currently registered as an Investment Advisor Representative.
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Senior Financial Analyst
Sarah supports the investment management team of the Summit Asset Strategies. Her methodical approach in researching the most effective and efficient mutual funds for the investors has earned her a position as the Associate Portfolio Manager on December of 2006. She works closely with the Chief Investment Officer, Chris Yoo, as well as other professionals within the team in order to create and manage the most powerful diversified funds portfolios for her clients. She periodically reviews the selected mutual funds within the portfolio and rebalances them in order to minimize risks and volatility. Sarah is a registered investment advisor representative and holds the Series 65 license.
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Client Service Specialist
Office Manager
With over 16 years of experience working closely with high net worth individuals and families, Victoria brings a great deal of expertise and dedication to the Summit team. Victoria's background in the complicated world of Private Trust management provides a high level of attention to details which is complimented by her natural commitment to client service.
Victoria is a native of the Seattle area. When she¡¯s not at the office serving our clients she enjoys being with family, reading, and enjoying the natural activities that our area has to offer.
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Wealth Management 
