HM
Haim M.
Vice President at Summit Trail Advisors
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Work Experience
Vice President
Feb 2021 - Present · 3 years and 11 months
Chief Operating Officer
Jan 2019 - Feb 2021 · 2 years and 1 months
Consultant
Apr 2017 - Sep 2018 · 1 years and 5 months
Company Details
51-200 Employees
We believe significant wealth requires an elevated approach. Summit Trail Advisors is a Networked Family Office – intentionally designed for those who have outgrown traditional wealth managers and desire the outcomes of a more dynamic, connected approach previously only found with individual family offices. Our independent, employee-owned structure allows Summit Trail to truly put our clients’ interests first and act as a fiduciary on all aspects of their financial lives. Overseeing billions in client assets, we have the scale to drive pricing power for our clients and attract the industry’s top talent internally, yet we are still small enough in size to access truly boutique and differentiated solutions for our clients. Additionally, we have a powerful network of clients, business partners, and colleagues collaborating to drive better ideas and solutions. With a true partnership culture, we collaborate across teams, regions, fellow trusted advisors, and clients and create environments where clients can connect in unique ways with other like-minded, successful families. Privacy Policy: http://summittrail.com/privacy-policy/
Year Founded
2015
Social Media
Linkedin
Industry
Financial Services
HQ Location
2 Grand Central Tower 140 East 45th Street, 45th Floor New York, NY 10017, US
Keywords
Wealth ManagementInvestment PlatformInvestment ManagementPhilanthropic Services
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