Investment Analysis and Operations

The Investment Analysis and Operations team at Summit Trail Advisors is responsible for conducting in-depth research and analysis of investment opportunities, ensuring optimal portfolio construction, and implementing operational best practices. This multidisciplinary team collaborates closely to manage client assets effectively, perform operational due diligence, and support financial planning initiatives, all while aligning with the firm's fiduciary commitment to prioritizing client interests through innovative and tailored solutions. Their expertise facilitates the delivery of dynamic investment strategies within a connected family office framework.