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Seth Aaron Katz
Director of Investments at Summit Trail Advisors LLC
Profile
Mr. Seth A.
Katz is a Partner & Head of Investments at Summit Trail Advisors LLC.
He leads Summit Trail’s efforts in private equity, direct investments, and overall manager research.
He has built, invested, and advised on multi-asset class investment portfolios globally on behalf of endowments, family offices, and international institutional investors.
Prior to joining Summit Trail, Mr. Katz was Head of Manager Research and Selection in the US for Barclays, responsible for long-only, hedge fund and private assets due diligence while also serving as its Global Head of Private Assets Investment Due Diligence.
Previously, he founded Henry Street Analytics, a private equity analytics platform, served as a Principal and Director of Fund of Funds at Pomona Capital, and was the Manager of Private Investments at the Rockefeller University Endowment.
He began his career at von Braun & Schreiber Private Equity Partners, in Munich, Germany.
Mr. Katz has a Bachelor of Arts in Politics, magna cum laude, from Princeton University.
Seth Aaron Katz active positions
Companies | Position | Start |
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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 of Investments | 01/10/2015 |
Training of Seth Aaron Katz
Princeton University | Undergraduate Degree |
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Private companies | 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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