Profil
Ms. Isabelle Kane is an Associate of Investments at Summit Trail Advisors LLC.
She works closely with the Research team to prepare reports and handle various advisor team requests.
She joined Summit Trail in July 2018.
Ms. Kane has a Bachelor of Arts in Economics and Government from Dartmouth College.
Aktive Positionen von Isabelle Kane
Unternehmen | Position | Beginn |
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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. | Analyst-Equity | 01.07.2018 |
Ausbildung von Isabelle Kane
Dartmouth College | Undergraduate Degree |
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Private Unternehmen | 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 |