Associate, Portfolio Construction
New York
As a member of the Investment Team, Tobit focuses on providing customized investment advice to the firm’s clients. Based on our investment philosophy, asset allocation and manager selection views, this advice is tailored to reflect the unique investment and financial profile of each client. Tobit joined Summit Trail in April 2022 and is based in our New York City office. Prior to joining Summit Trail Tobit worked as Investment Operations Specialist at Hall Capital Partners.
Education:
Tobit has a Bachelor of Science in Economics and a Bachelor of Arts in Political Science from Syracuse University.