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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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Past performance of specific investment advice should not be relied upon without knowledge of certain circumstances of market events, the nature and timing of the investments, and relevant constraints of the investment. Whitaker-Myers Wealth Managers has presented information in a fair and balanced manner.

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Copyright (c) 2023 Clearnomics, Inc. and Whitaker-Myers Wealth Managers, LTD. All rights reserved. The information contained herein has been obtained from sources believed to be reliable, but is not necessarily complete and its accuracy cannot be guaranteed. No representation or warranty, express or implied, is made as to the fairness, accuracy, completeness, or correctness of the information and opinions contained herein. The views and the other information provided are subject to change without notice. All reports posted on or via www.clearnomics.com or any affiliated websites, applications, or services are issued without regard to the specific investment objectives, financial situation, or particular needs of any specific recipient and are not to be construed as a solicitation or an offer to buy or sell any securities or related financial instruments. Past performance is not necessarily a guide to future results. Company fundamentals and earnings may be mentioned occasionally, but should not be construed as a recommendation to buy, sell, or hold the company's stock. Predictions, forecasts, and estimates for any and all markets should not be construed as recommendations to buy, sell, or hold any security--including mutual funds, futures contracts, and exchange traded funds, or any similar instruments. The text, images, and other materials contained or displayed in this report are proprietary to Clearnomics, Inc. and constitute valuable intellectual property. All unauthorized reproduction or other use of material from Clearnomics, Inc. shall be deemed willful infringement(s) of this copyright and other proprietary and intellectual property rights, including but not limited to, rights of privacy. Clearnomics, Inc. expressly reserves all rights in connection with its intellectual property, including without limitation the right to block the transfer of its products and services and/or to track usage thereof, through electronic tracking technology, and all other lawful means, now known or hereafter devised. Clearnomics, Inc. reserves the right, without further notice, to pursue to the fullest extent allowed by the law any and all criminal and civil remedies for the violation of its rights.

Whitaker-Myers Wealth Managers Promotes Summit Puri to Co-Chief Investment Officer

  • Writer: Whitaker Myers
    Whitaker Myers
  • Apr 2
  • 2 min read

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 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.

​

Past performance of specific investment advice should not be relied upon without knowledge of certain circumstances of market events, the nature and timing of the investments, and relevant constraints of the investment. Whitaker-Myers Wealth Managers has presented information in a fair and balanced manner.

​

Copyright (c) 2023 Clearnomics, Inc. and Whitaker-Myers Wealth Managers, LTD. All rights reserved. The information contained herein has been obtained from sources believed to be reliable, but is not necessarily complete and its accuracy cannot be guaranteed. No representation or warranty, express or implied, is made as to the fairness, accuracy, completeness, or correctness of the information and opinions contained herein. The views and the other information provided are subject to change without notice. All reports posted on or via www.clearnomics.com or any affiliated websites, applications, or services are issued without regard to the specific investment objectives, financial situation, or particular needs of any specific recipient and are not to be construed as a solicitation or an offer to buy or sell any securities or related financial instruments. Past performance is not necessarily a guide to future results. Company fundamentals and earnings may be mentioned occasionally, but should not be construed as a recommendation to buy, sell, or hold the company's stock. Predictions, forecasts, and estimates for any and all markets should not be construed as recommendations to buy, sell, or hold any security--including mutual funds, futures contracts, and exchange traded funds, or any similar instruments. The text, images, and other materials contained or displayed in this report are proprietary to Clearnomics, Inc. and constitute valuable intellectual property. All unauthorized reproduction or other use of material from Clearnomics, Inc. shall be deemed willful infringement(s) of this copyright and other proprietary and intellectual property rights, including but not limited to, rights of privacy. Clearnomics, Inc. expressly reserves all rights in connection with its intellectual property, including without limitation the right to block the transfer of its products and services and/or to track usage thereof, through electronic tracking technology, and all other lawful means, now known or hereafter devised. Clearnomics, Inc. reserves the right, without further notice, to pursue to the fullest extent allowed by the law any and all criminal and civil remedies for the violation of its rights.

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