Alan Raboy
Principal, Chief Financial Officer
Alan Raboy joined Summit Trail in 2025 as the Chief Financial Officer, where he oversees the firm’s financial strategy and operations in support of its long-term growth and client mission. He works closely with leadership to strengthen the firm’s financial infrastructure, enhance efficiency, and position Summit Trail for continued success. Before joining Summit Trail, he held senior financial leadership roles across several organizations, including serving as Chief Financial Officer at BBR Partners and earlier positions in financial planning, analysis, and operations in both corporate and non-profit sectors. He has led initiatives that modernized systems, improved operational effectiveness, and supported scalable business models. Known for his thoughtful and collaborative approach, he is passionate about building strong teams and sustainable practices that align with Summit Trail’s values and culture. Alan lives in Bedford, NY with his wife and three children.
Education:
Alan earned an MBA from the Leonard N. Stern School of Business at New York University and holds a BS in Finance from Lehigh University.