Whitaker-Myers Wealth Managers is excited to announce the promotion of Summit Puri to Co-Chief Investment Officer. In this new role, Summit will work alongside President and Chief Investment Officer John-Mark Young, helping guide the firm’s portfolio construction, monitoring, and research initiatives as the company continues its mission to deliver world-class financial planning and investment management solutions.
This promotion is the culmination of a long-term vision that began in early 2024. Over the past year, Summit immersed himself in the firm’s investment philosophy, took on internal research projects, and launched the popular “Summit’s Investment Corner”—a recurring internal and external insight series designed to deepen understanding of current market dynamics.
To further validate his growing expertise, Summit recently completed the Certified Investment Management Analyst® (CIMA®) designation through the Investment & Wealth Institute, taught by Yale University faculty. Widely regarded as one of the most prestigious designations in the industry, the CIMA® equips professionals to blend theory and practice at the highest level of investment consulting. In the coming years, Summit plans to continue his investment education by pursuing the Chartered Financial Analyst (CFA®) designation.
In his new role, Summit will take a lead in overseeing and enhancing the firm’s core equity models. He is already spearheading initiatives focused on reducing investment costs, increasing portfolio diversification, and maintaining risk-adjusted return objectives. Beginning in April, clients and advisors will also benefit from quarterly portfolio summaries authored by Summit, which will include:
Executive summaries of portfolio performance
Highlights of key contributors and detractors
Comparative returns over 1, 3, 5, and 10-year periods versus the firm’s benchmark (aligned with Dave Ramsey’s philosophy)
As part of this enhanced investment process, Summit also leads the Whitaker-Myers’ internal Investment Committee, which now meets monthly to review portfolio allocations and discuss market trends. Advisors and team members will receive monthly summaries of these meetings, creating a new layer of transparency and ensuring that every investment decision is grounded in conviction—even during periods of underperformance.
“Summit’s growth and leadership in our investment process have been outstanding,” said John-Mark Young, President and CIO of Whitaker-Myers. “This promotion reflects both his hard work and our firm’s long-term strategy to build a research-driven, advisor-supported, and client-focused investment platform. We’re excited for the impact he will continue to make.”
Please join us in congratulating Summit Puri on this well-earned promotion!
Whitaker-Myers Wealth Managers Promotes Summit Puri to Co-Chief Investment Officer
April 2, 2025
Whitaker Myers
Whitaker-Myers Wealth Managers is an SEC-registered investment adviser firm. The information presented is for educational purposes only and intended for a broad audience. The information does not intend to make an offer or solicitation to sell or purchase any specific securities, investments, or investment strategies. Investments involve risk and are not guaranteed. Whitaker-Myers Wealth Managers reasonably believes that this marketing does not include any false or misleading statements or omissions of facts regarding services, investment, or client experience. Whitaker-Myers Wealth Managers has a reasonable belief that the content will not cause an untrue or misleading implication regarding the adviser’s services, investments, or client experiences. Please refer to the firm’s ADV Part 2A for material risks disclosures.
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