Summit Trail Advisors
Dylan Wehrly is an experienced investment analyst currently working at Summit Trail Advisors in the Private Markets division since June 2023. Dylan previously held roles as a summer investment analyst and served as an analyst for the Colgate Investment Group, where research on consumer retail companies was performed using technical and fundamental analyses. As a senior member and captain of Colgate University's Division 1 Men's Track and Field Team, Dylan demonstrated leadership and teamwork, highlighted by achievements such as Rookie of the Year and three-time Raider Academic Honor Roll selection. Dylan also contributed as an economics research assistant at Colgate University, aiding professors on projects related to social issues in Kenya and gaining proficiency in data analysis. Dylan holds a Bachelor's degree in Economics from Colgate University, completed in 2023.
This person is not in any offices
Summit Trail Advisors
1 followers
We believe significant wealth requires an elevated approach. Summit Trail Advisors is a Networked Family Office – intentionally designed for those who have outgrown traditional wealth managers and desire the outcomes of a more dynamic, connected approach previously only found with individual family offices. Our independent, employee-owned structure allows Summit Trail to truly put our clients’ interests first and act as a fiduciary on all aspects of their financial lives. Overseeing billions in client assets, we have the scale to drive pricing power for our clients and attract the industry’s top talent internally, yet we are still small enough in size to access truly boutique and differentiated solutions for our clients. Additionally, we have a powerful network of clients, business partners, and colleagues collaborating to drive better ideas and solutions. With a true partnership culture, we collaborate across teams, regions, fellow trusted advisors, and clients and create environments where clients can connect in unique ways with other like-minded, successful families. Privacy Policy: http://summittrail.com/privacy-policy/