Haim Malka

Haim joined Summit Trail as a Vice President and Chief Operating Officer of the Planning Services team. He works closely with the planning team and the STA Management Committee to advance the firm’s efforts around Planning and Family Office Services. Haim began his professional career at JPMorgan Chase where he worked directly with one of the top Financial Advisors in the country. He eventually leveraged his operations and client service experience to join Double Rock as a Team Leader. In 2011, Haim joined Jennison Associates where he assisted in the building of internal platforms, automation, and client reporting. Thereafter, Haim joined AQR Capital where he focused on Investor relations and client project management. Prior to joining Summit Trail, Haim was in a similar role as COO at Heritage Strategies LLC.