Chris Theoharis, CFA

Chris joined Summit Trail Advisors in January 2026 as Vice President of Operations in our New York City office. He enhances firmwide efficiency by optimizing processes and implementing automation to streamline workflows, while supporting both advisory and investment teams across client service and operations. He brings extensive experience working with family offices and alternative investment firms. Prior to joining Summit Trail, he was a Senior Finance Manager at Apercen Partners, where he served as the primary point of contact for ultra-high-net-worth families, providing financial oversight and reporting across complex investment portfolios. Previously, he was at Geller & Company, where he led investment analytics and performance reporting across public and private markets for a $25B family office client. Earlier in his career, he worked at Citadel Alternative Asset Management, focusing on operational due diligence and investment analysis across hedge fund managers. Chris is a CFA Charterholder.