Summit Trail Advisors
Seth Katz has over 19 years of experience in the finance industry. Seth is currently a Partner and Head of Investments at Summit Trail Advisors, where they lead the firm's efforts in private equity, direct investments, and overall manager research. Before joining Summit Trail Advisors in 2015, Seth worked at Barclays as the Head of Manager Research & Selection, where they were responsible for sourcing, selecting, and monitoring various types of investment managers. Prior to that, they founded and directed Henry Street Analytics, a consulting and software development company in alternative assets. Seth also served as the Director of Fund of Funds & Principal at Pomona Capital and as the Manager of Private Investments at The Rockefeller University. Seth began their career as an Associate at von Braun & Schreiber Private Equity Partners. Overall, Seth has extensive experience in private equity, fund management, and due diligence.
Seth Katz attended Princeton University from 1996 to 2000, where they obtained an AB degree in Politics.
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Summit Trail Advisors
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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/