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Summit Rock Advisors

Summit Rock Advisors' headquarters in New York, United States

David Dechman

Aisling Delaney

Mark Dinunzio

Tom Schroeder

Nicole Davison Fox

Justin Santana

William Hedden

Todd Lippincott

John Kasnicki

Christian Capasso

Christie Tully

Kyle O'Brien

Jennifer Zloto

Michael Gold

The Leadership Team at Summit Rock Advisors is responsible for steering the company's strategic direction and ensuring alignment with its overall goals. This team oversees critical functions such as private equity, technology infrastructure, legal compliance, client services, finance, human resources, asset allocation, risk management, and liquid investments. They work collaboratively to foster innovation, ensure regulatory adherence, manage financial performance, and drive the company's growth and success.

Leadership Team

The Associates and Analysts team at Summit Rock Advisors is responsible for supporting senior advisors in financial research, portfolio management, and client service. They conduct market analysis, prepare financial reports, and assist in developing investment strategies to help clients achieve their financial goals.

Associates and Analysts

The Managing Directors at Summit Rock Advisors are senior executives responsible for overseeing various key functions within the firm, including human resources, asset allocation, and liquid investments. They play a pivotal role in strategic decision-making, client relationship management, and driving the overall growth and performance of the company.

Managing Directors

The Client Services Team at Summit Rock Advisors is dedicated to delivering exceptional service and support to clients. The team handles client communications, ensures accurate and timely reporting, and acts as a liaison between clients and the advisory team. They aim to enhance client satisfaction and maintain strong, long-term relationships.

Client Services Team

The Investment Team at Summit Rock Advisors is responsible for identifying, evaluating, and managing private equity and private investment opportunities. This team conducts thorough due diligence, develops investment strategies, and seeks to optimize portfolio performance to achieve the firm's financial goals.

Investment Team

The Technology Team at Summit Rock Advisors oversees the company's technological infrastructure, ensuring the security and efficiency of IT systems. Led by experienced executives, they manage cybersecurity, implement innovative tech solutions, and support the overall digital strategy to enhance business operations.

Summit Rock Advisors

Org chart

Teams

Leadership Team

Associates and Analysts

Managing Directors

Client Services Team

Investment Team

Technology Team

Offices

Summit Rock Advisors

Org chart

Teams

Leadership Team

Associates and Analysts

Managing Directors

Client Services Team

Investment Team

Technology Team

Offices

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