WebAug 27, 2024 · At $8.8bn Summit Trail Advisors, for example, all the private funds on the firm’s investment menu are limited to ‘qualified purchasers’: individual investors with at least $5m in investable assets. ... explained David Romhilt, Summit Trail’s CIO. ‘For our clients who do not qualify [as qualified purchasers], we’d rather not have ... WebOct. 24 (Bloomberg) -- David Romhilt, Head of Manager Research & Selection at Barclays Wealth, talks with Bloomberg's Pimm Fox about his investment strategy....
Summit Trail Advisors Review SmartAsset.com
WebJul 28, 2015 · According to Summit Trail Chief Investment Officer David Romhilt, “We believe our independent approach will create more access to the best opportunities with … WebMar 30, 2024 · Mr. Romhilt’s $3.5 billion advisory firm was launched less than two years ago when a team spun out from the private bank at Barclays Americas Wealth & … scorecard service desk ticket
ON THE MOVE-Former Barclays Wealth advisers launch firm …
WebJul 26, 2016 · The firm’s experienced research team of six includes David Romhilt, Chief Investment Officer, leading a group including a Head of Investments, Head of Portfolio Construction and three Research ... WebIAPD provides information on Investment Adviser firms regulated by the SEC and/or state securities regulators DAVID WADE ROMHILT - Investment Adviser at SUMMIT TRAIL … WebJan 18, 2024 · Additionally, Mr. Lewis will join Summit Trail’s Investment Committee and advise on macroeconomic and market-related issues including portfolio themes and positioning. He will be based in the firm’s New York headquarters and report to David Romhilt, Summit Trail’s Chief Investment Officer. score cards euchre