Active connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| David Wade Romhilt | M | - |
Summit Trail Advisors LLC
 Summit Trail Advisors LLC Investment ManagersFinance Summit Trail Advisors LLC (Summit Trail) is a wealth management firm and SEC-registered investment advisor headquartered in New York City with additional offices in Chicago, San Francisco, Boston, Seattle, and Harrisburg. The firm was founded by David Romhilt in 2015 and is a wholly-owned subsidiary of Summit Trail Holdings LLC. Summit Trail offers investment advisory services to ultra-high net worth individuals, family offices, and non-profit institutions. | 9 years |
| Shenton Joe | M | - |
Summit Trail Advisors LLC
Summit Trail Advisors LLC Investment ManagersFinance Summit Trail Advisors LLC (Summit Trail) is a wealth management firm and SEC-registered investment advisor headquartered in New York City with additional offices in Chicago, San Francisco, Boston, Seattle, and Harrisburg. The firm was founded by David Romhilt in 2015 and is a wholly-owned subsidiary of Summit Trail Holdings LLC. Summit Trail offers investment advisory services to ultra-high net worth individuals, family offices, and non-profit institutions. | 9 years |
| Seth Aaron Katz | M | - |
Summit Trail Advisors LLC
Summit Trail Advisors LLC Investment ManagersFinance Summit Trail Advisors LLC (Summit Trail) is a wealth management firm and SEC-registered investment advisor headquartered in New York City with additional offices in Chicago, San Francisco, Boston, Seattle, and Harrisburg. The firm was founded by David Romhilt in 2015 and is a wholly-owned subsidiary of Summit Trail Holdings LLC. Summit Trail offers investment advisory services to ultra-high net worth individuals, family offices, and non-profit institutions. | 9 years |
| Aldane Pierre Forbes | M | - |
Summit Trail Advisors LLC
Summit Trail Advisors LLC Investment ManagersFinance Summit Trail Advisors LLC (Summit Trail) is a wealth management firm and SEC-registered investment advisor headquartered in New York City with additional offices in Chicago, San Francisco, Boston, Seattle, and Harrisburg. The firm was founded by David Romhilt in 2015 and is a wholly-owned subsidiary of Summit Trail Holdings LLC. Summit Trail offers investment advisory services to ultra-high net worth individuals, family offices, and non-profit institutions. | 4 years |
Connections Chart
Multi-company connection
Former connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Kevin Patrick Gavey | M | - |
Summit Trail Advisors LLC
Summit Trail Advisors LLC Investment ManagersFinance Summit Trail Advisors LLC (Summit Trail) is a wealth management firm and SEC-registered investment advisor headquartered in New York City with additional offices in Chicago, San Francisco, Boston, Seattle, and Harrisburg. The firm was founded by David Romhilt in 2015 and is a wholly-owned subsidiary of Summit Trail Holdings LLC. Summit Trail offers investment advisory services to ultra-high net worth individuals, family offices, and non-profit institutions. | 6 years |
| Miles Rosenthal | M | - |
Summit Trail Advisors LLC
Summit Trail Advisors LLC Investment ManagersFinance Summit Trail Advisors LLC (Summit Trail) is a wealth management firm and SEC-registered investment advisor headquartered in New York City with additional offices in Chicago, San Francisco, Boston, Seattle, and Harrisburg. The firm was founded by David Romhilt in 2015 and is a wholly-owned subsidiary of Summit Trail Holdings LLC. Summit Trail offers investment advisory services to ultra-high net worth individuals, family offices, and non-profit institutions. | 3 years |
| Alex LaViolette | M | - |
Summit Trail Advisors LLC
Summit Trail Advisors LLC Investment ManagersFinance Summit Trail Advisors LLC (Summit Trail) is a wealth management firm and SEC-registered investment advisor headquartered in New York City with additional offices in Chicago, San Francisco, Boston, Seattle, and Harrisburg. The firm was founded by David Romhilt in 2015 and is a wholly-owned subsidiary of Summit Trail Holdings LLC. Summit Trail offers investment advisory services to ultra-high net worth individuals, family offices, and non-profit institutions. | 2 years |
Statistics
| Country | Connections | % of total |
|---|---|---|
| United States | 7 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Isabelle Kane
- Personal Network
