![Kevin Patrick Gavey](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Profiel
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.
Eerdere bekende functies van Kevin Patrick Gavey
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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 |
Opleiding van Kevin Patrick Gavey
Brown University | Undergraduate Degree |
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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 |