Summit Trail Advisors
Summit Trail Advisors

Summit Trail Advisors Information

Contact top employees from Summit Trail Advisors

Summary

Summit Trail Advisors is a private company. The company currently specializes in the Financial Services area. Its headquarters is located at Chicago, Illinois, USA. The Summit Trail Advisors annual revenue is estimated at < 1M. To connect with Summit Trail Advisors employee register on SignalHire.

Industries

Financial Services

Headquarters Location

Employees Size

100-200 employees

Specialties

Wealth Management, Investment Platform, Investment Management, Philanthropic Services

DMA Code

Chicago Metropolitan Area

Founded

2015

Operating Status

Independent Company

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Organization Website

Phone Number

212 812 7010

Employees Turnover 3 quarter 2025

Number of employees switched from or switched to
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Total number all of employee turnover
Ex-employees switched to
Number of employees by department
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Total number all of employee turnover
Length of Employment
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Employee tenure at Summit Trail Advisors shows a diverse range of experience levels:
7% have been with the company for less than 1 year11% for 1–2 years11% for 3–4 years22% for 5–7 years44% for 8–10 years4% have over 11 years of service at Summit Trail Advisors
Ex-employees positions
In Company
In New Company
Contact top employees from Summit Trail Advisors
Matthew Coleman
Principal, Head of Benefits Group
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Dimitre Ivanov
Principal, Team COO
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Shima Salehi
Partner | Advisor
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Linden Moot
Vice President - Fund Operations
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Catherine Cowie
Vice President, Relationship Manager
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Haim Malka
Vice President
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Jon Rothschild
VP Family Office
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Emily Trang
Relationship Manager
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Adam Betancourt
Vice President, Portfolio Manager
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Christopher Hopkins
Vice President, Investments
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Shai Ellberger
Investment Analytics
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Brittany Brown
Vice President, Technology
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Stacie Vance
Senior Associate
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Jack Dolan
Vice President
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Michael Sparico
Vice President | Family Office
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Jeff Ringdahl
Partner, President & COO
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Michelle Schweizer
Operations Associate
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Nick Podolak
Senior Associate
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Patrick Hayn
Vice President
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Benjamin Johnson
Partner, Head of Portfolio Construction
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Michelle Zeng
Head of Marketable Investments and Operational Due Diligence
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