Christopher Yoo
CEO & CIO
Senior Portfolio Manager

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.


Andrew Hong, CPA
CFO & COO
Associate Fund Manager

Andrew is a Certified Public Accountant and he has many years of experience dealing with advanced tax planning strategies and over 8 years of experience with Alternative Investment management and selection. Prior to joining Summit Asset Strategies, he worked as an independent auditor overseeing the finances of many businesses in the Seattle-Tacoma region. He has extensive investment research knowledge of the U.S financial market as well as South Korean financial market, specializing in options and commodities. Andrew manages and researches alternative investments (non-traditional investments) including derivatives, private money lending, Real Estate project financing, and Real Estate partnership investments.


Sonny Ko
Director of Investment Management
Fund Manager

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.


Michael J. Greiner, MBA, CFP®
Director of Wealth Management & Planning
Investment Advisor

Mike brings to Summit Asset Strategies, LLC over 22 years of experience in the financial services industry while working for both Merrill Lynch and A.G. Edwards & Sons. Mike has developed his expertise in the areas of asset management, retirement planning, and estate planning for his high net worth clients. His extensive educational background includes both a BA - Finance, as well as a Masters of Business Administration (MBA). These coupled with his Certified Financial Planner (CFP) designation, allows Mike to offer a very unique background for helping the valued clients of Summit Asset Strategies, LLC. Mike currently holds NASD Series 6, 7, 63, 65, 66. Mike will be responsible to insure that each client receives 'premier client service' while maintaining the highest level of integrity by offering customized, individualized solutions for their own wealth management needs.


Joel D. Cambern
Business Development Officer
Relationship Manager

Joel started his career in the financial services industry in 1984. He brings a wide range of knowledge and experience to Summit Asset Strategies, LLC. Prior to joining our team he enjoyed success partnering with large organizations as well as startup companies throughout the country in both leadership and consultative roles. Joel's primary objective is catering to the specific individual needs of both our institutional and retail clients by maintaining a focus on integrity and communication. With extensive experience in market development and risk management, Joel is able to assist our client's in maintaining and achieving their long term objectives. A native of the Seattle area Joel is active in the community and enjoys teaching financial responsibility and budgeting classes for adults and youth. Joel is a registered investment advisor representative and holds Series 65 license.


Woo J. (Marcus) Chang
Manager of Strategic Marketing
Business Development Officer

Marcus has extensive years of experience in creating marketing strategies, business development strategies, and professional networking strategies. Prior to joining Summit Asset Strategies, Marcus worked for well-established institutions as a Marketing Manager in Seattle-Tacoma region. He brings creative ideas to Summit Asset Strategies and he will focus on marketing development and research.




Sarah Park
Associate Portfolio Manager
Research 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.


Jaechul (Charlie) Lee
Investment Research Analyst
Fund Operation Specialist

Charlie joined the Summit Assets Strategies team by bringing with him the experience as a Financial Advisor from AXA Financial. Charlie is currently registered as an Investment Advisor Representative and holds the series 7 and 66 licenses). 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 Team, as well as other professionals within the firm. Charlie is devoted to developing Summit's steady reputation to optimize a client's personalized financial goals and needs.


 



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