PB
Philip Berton
View Philip's Contact Info for Free. Sign Up and Get 50 Free Contacts Per Month.Get Started for Free
Work Experience
Jun 2018 - Present · 6 years and 7 months
N/A
Jan 2023 - Present · 2 years
N/A
Jun 2018 - Aug 2018 · 2 months
HP Ventures Group LLC-Development Services
N/A
Dec 2017 - Feb 2018 · 2 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
Discover More About Cleveland Clinic

Find verified contacts of Philip Berton in seconds from 700M people profiles. Start now!

No Credit Card Needed. By signing up, you understand and agree to Futern's Terms and Policy.