

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
Employees Turnover 3 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Current employees switched from
Length of Employment
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 AdvisorsEx-employees positions
In Company
In New Company
Contact top employees from
Summit Trail Advisors
Matthew Coleman
Principal, Head of Benefits Group
Dimitre Ivanov
Principal, Team COO
Shima Salehi
Partner | Advisor
Linden Moot
Vice President - Fund Operations
Catherine Cowie
Vice President, Relationship Manager
Haim Malka
Vice President
Jon Rothschild
VP Family Office
Dominick Trapasso
Principal
Emily Trang
Relationship Manager
Adam Betancourt
Vice President, Portfolio Manager
Christopher Hopkins
Vice President, Investments
Shai Ellberger
Investment Analytics
Braxton Wardle
Associate
Brittany Brown
Vice President, Technology
Brandon Woods
Principal
Stacie Vance
Senior Associate
Jack Dolan
Vice President
Michael Sparico
Vice President | Family Office
Jeff Ringdahl
Partner, President & COO
Michelle Schweizer
Operations Associate
Nick Podolak
Senior Associate
Sarah Silverio
Partner
Patrick Hayn
Vice President
Jonathan Nickow
Principal
Shirley Conner
Associate
Benjamin Johnson
Partner, Head of Portfolio Construction
Michelle Zeng
Head of Marketable Investments and Operational Due Diligence
Caitlin Hagan
Partner
Inna Halperin
Principal