![Kevin Patrick Gavey](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Profilo
Mr. Kevin P.
Gavey, CFA, is a Vice President & Head of Long Only Investments at Summit Trail Advisors LLC.
He is responsible for all public fund due diligence at Summit Trail, which includes equity, fixed income, and real estate funds.
Other responsibilities include portfolio construction and strategic and tactical asset allocation.
He also serves as a voting member of the Investment Committee.
He started his career at Barclays Wealth Management, where he was a member of the Investment Research team, with a primary focus on fund due diligence.
He has a Bachelor of Arts in Commerce, Organizations, and Entrepreneurship from Brown University.
Precedenti posizioni note di Kevin Patrick Gavey
Società | Posizione | Fine |
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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. | Head-Equity Investments | 01/08/2021 |
Formazione di Kevin Patrick Gavey
Brown University | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
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Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
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Società collegate
Aziende private | 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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