Roberto Homar

Roberto is based in New York City and works with a national team to advise an esteemed group of business owners, successful senior executives and multi-generational families on all aspects of their financial life. Prior to joining Summit Trail, Roberto was an Advisor part of the Key Client Group at BNP Paribas which managed $3 Billion in client assets for 125 families. Previously, Roberto served as an Offshore Investment Specialist at UBS International delivering customized investment solutions to clients in Latin America and Asia. Roberto is a Certified Investment Management Analyst, CIMA® and a Certified Exit Planning Advisor, CEPA®.