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Seth Aaron Katz
Director of Investments at
Summit Trail Advisors LLC
Profile
Mr. Seth A. Katz is a Partner & Head of Investments at Summit Trail Advisors LLC.
He leads Summit Trail’s efforts in private equity, direct investments, and overall manager research.
He has built, invested, and advised on multi-asset class investment portfolios globally on behalf of endowments, family offices, and international institutional investors.
Prior to joining Summit Trail, Mr. Katz was Head of Manager Research and Selection in the US for Barclays, responsible for long-only, hedge fund and private assets due diligence while also serving as its Global Head of Private Assets Investment Due Diligence.
Previously, he founded Henry Street Analytics, a private equity analytics platform, served as a Principal and Director of Fund of Funds at Pomona Capital, and was the Manager of Private Investments at the Rockefeller University Endowment.
He began his career at von Braun & Schreiber Private Equity Partners, in Munich, Germany.
Mr. Katz has a Bachelor of Arts in Politics, magna cum laude, from Princeton University.
Seth Aaron Katz active positions
| Companies | Position | Start |
|---|---|---|
Summit Trail Advisors LLC
 Summit Trail Advisors LLC Investment ManagersFinance Summit Trail’ investment process encompasses three major areas: Asset Allocation, Investment Selection, and Portfolio Construction. The investment process is designed to be customized to each client and their particular objectives and risk tolerance. The firm primarily utilizes an open architecture, in that they do not generally select individual securities within their firm. They build portfolios by selecting specialists in each asset class who focus their research process on a specific area of the investment marketplace. Summit Trail typically utilizes a combination of ETFs, Separate Accounts, Mutual Funds, and Limited Partnerships to invest their Client’s portfolios. | Director of Investments | 2015-09-30 |
Training of Seth Aaron Katz
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
6
1st degree connections
2
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Princeton University
 Princeton University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Summit Trail Advisors LLC
Summit Trail Advisors LLC Investment ManagersFinance Summit Trail’ investment process encompasses three major areas: Asset Allocation, Investment Selection, and Portfolio Construction. The investment process is designed to be customized to each client and their particular objectives and risk tolerance. The firm primarily utilizes an open architecture, in that they do not generally select individual securities within their firm. They build portfolios by selecting specialists in each asset class who focus their research process on a specific area of the investment marketplace. Summit Trail typically utilizes a combination of ETFs, Separate Accounts, Mutual Funds, and Limited Partnerships to invest their Client’s portfolios. | Finance |
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