Haim M.

Haim M. has over 13 years of work experience in the financial industry. Haim is currently a Vice President at Summit Trail Advisors, starting in February 2021. Prior to that, they worked as the Chief Operating Officer at Heritage Strategies LLC from January 2019 to February 2021. Haim also served as a Consultant at The Doman Group from April 2017 to September 2018. Before that, Haim worked as a Client Administration Associate at AQR Capital Management from June 2015 to April 2017. Haim began their career at Jennison Associates, where they held the positions of Senior Investor Services Analyst from January 2012 to May 2015, and Senior Account Administrator from April 2011 to December 2011. Haim's first role in the industry was as a Team Leader Client Services at Double Rock Corporation from June 2008 to April 2011.

Haim M. obtained a Master's degree in Investor Relations from Fordham Gabelli School of Business, which was completed from 2013 to 2015. Prior to this, Haim M. earned a Bachelor's degree in Economics from the University at Albany, SUNY, studying there from 2004 to 2005. From 2001 to 2004, Haim M. pursued studies in Sports Management and Business Administration at the University of New Haven.