David Wade Romhilt active positions
| Companies | Position | Start | End |
|---|---|---|---|
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. | Chief Investment Officer | 06/07/2015 | - |
| Founder | 06/07/2015 | - | |
| Head of Private Banking | 06/07/2015 | - |
Career history of David Wade Romhilt
Training of David Wade Romhilt
| Wake Forest University | Undergraduate Degree |
Statistics
International
| United States | 3 |
Operational
| Chief Investment Officer | 1 |
| Founder | 1 |
| Head of Private Banking | 1 |
Sectoral
| Finance | 2 |
| Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 1 |
|---|---|
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 |
- Stock Market
- Insiders
- David Wade Romhilt
- Experience
