Shai Ellberger

Shai Ellberger is an experienced financial professional currently serving in Investment Analytics at Summit Trail Advisors since October 2019. Prior to this role, Shai worked as a Wealth Management Associate at BBR Partners, where responsibilities included analyzing client portfolios and preparing presentations for clients and prospects. Earlier experience includes an Investment Banking Summer Associate position at Jefferies LLC, where Shai supported multiple teams in developing pitch books for healthcare sector clients, and an Assistant role at JBS Financial Services focused on tax data entry and assembly of tax returns. Shai holds an MBA in Finance from Rutgers Business School and a BA in Communications from the University of Maryland.