Who We Are

When you have been doing something for a long time, and doing it well, there comes a time when you realize that—given the right partners—you have the opportunity to create an industry-leading business. A business that breaks the constraints that limited you in the past yet retains the best aspects of your prior firms. A business that lets you control your own destiny, and helps you serve your clients.

Summit Trail Advisors is just such a company, founded by a group of experienced professionals to deliver the resources and investment prowess of a private bank with the independence of a boutique. As an independent private investment office, we are able to choose what we believe are the best resources for our business, and free to make our best recommendations for every client. These independent decisions are anchored by our experience within large investment firms.

Investment Prowess. Broad Life Experience.

While our partners share similar recent experiences, the diversity of our earlier histories—from endowments to the military to structural engineering and marketing—only strengthens our collective investment insight.

Boston / San Francisco

Chief Operating Officer

New York

Benjamin P. Johnson, CFA

Partner, Head of Portfolio Construction

Chicago

Seth Katz

Partner, Head of Investments

Founder, Managing Partner

New York

David Romhilt, CFA

Founding Partner, Chief Investment Officer

Our Senior Advisor

We have worked with many professionals whose expertise we admire and whose advice we always welcome. Upon founding Summit Trail Advisors, we asked Aaron Gurwitz to be the first member of our senior advisory team.

Aaron Gurwitz, PhD

Senior Advisor

Our Strategic Partners

We took great care to ensure that from day one we would have all the necessary business and operational support to allow our advisors to efficiently focus on you. To that end, we have contracted with these carefully vetted firms.

Addepar

Addepar empowers investors and advisors to navigate the increasingly complex world of investment management. Addepar features data aggregation and reconciliation, portfolio analysis, a client-centric reporting experience, and integrations and API. Hundreds of single and multi-family offices, wealth advisors, large financial institutions, endowments, and foundations manage $750 billion of assets on the Addepar platform.

Fidelity Investments is an independent company, unaffiliated with Summit Trail Advisors. Fidelity Investments is a service provider to Summit Trail Advisors. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity Investments, nor is such a relationship created or implied by the information herein. Fidelity Investments has not been involved with the preparation of the content supplied by Summit Trail Advisors and does not guarantee, or assume any responsibility for, its content. Fidelity Investments and Fidelity Institutional Wealth Services are registered service marks of FMR LLC. Clearing, custody, or other brokerage services may be provided by National Financial Services LLC or Fidelity Brokerage Services LLC. 730413.1.0

Who We Are

Investment Prowess. Broad Life Experience.

Our Senior Advisor

Our Strategic Partners

Addepar

Dynasty Financial Partners

Fidelity

Pershing LLC, member FINRA, SIPC, NYSE

Pershing LLC, member FINRA, SIPC, NYSE