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Cargos activos de David Wade Romhilt
Empresas | Cargo | Inicio | Fin |
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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. | Director de Inversiones | 06/07/2015 | - |
Fundador | 06/07/2015 | - | |
Jefe de Banca Privada | 06/07/2015 | - |
Historial de carrera de David Wade Romhilt
Formación de David Wade Romhilt.
Wake Forest University | Undergraduate Degree |
Estadísticas
Internacional
Estados Unidos | 3 |
Operativa
Chief Investment Officer | 1 |
Founder | 1 |
Head of Private Banking | 1 |
Sectorial
Finance | 2 |
Consumer Services | 2 |
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Empresas relacionadas
Empresas privadas | 1 |
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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. | Finance |
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