New role enhances the depth and breadth of Summit Trail’s operations and further positions the firm for future growth
Summit Trail Advisors (“Summit Trail”), a leading ultra-high-net-worth (UHNW)-focused independent registered investment advisor, today announced that Jeff Ringdahl has joined the firm as Partner, President and Chief Operating Officer in New York.
Mr. Ringdahl joins Summit Trail after more than 14 years at Resolute Investment Managers, where he most recently served as President and CEO. At Summit Trail, he will focus on enhancing the firm’s white-glove client experience and ensuring that its family office offerings continue to adapt and meet the evolving needs of UHNW clients.
Mr. Ringdahl’s appointment further bolsters the executive leadership team at Summit Trail, which has experienced a period of marked expansion over the past decade. Since its launch in 2015, the firm has grown to $23.6 billion in assets under management and $26.2 billion in assets under advisement, with more than 100 employees across 10 offices that service UHNW families and businesses.
“Jeff has a longstanding reputation as a leader and innovator within the investment management industry, and we are thrilled to welcome him to the Summit Trail team,” said Jack Petersen, Co-Founder and Managing Partner at Summit Trail. “Our firm is committed to serving the complex needs of UHNW individuals and families who have outgrown traditional investment management and the addition of Jeff to our senior leadership team reinforces this commitment. We are looking forward to leveraging his extensive experience and expertise.”
David Romhilt, Founding Partner and Chief Investment Officer at Summit Trail, added, “The ultra-high-net-worth and registered investment advisor industry has become increasingly sophisticated and institutionalized over the past decade, and business leaders like Jeff will ensure that Summit Trail continues to operate as a top-tier and trusted partner for our clients for years to come. With extensive executive leadership experience and a proven track record of successfully guiding organizations through periods of strategic growth, we believe Jeff is the perfect fit to help take our firm into its next decade.”
"Summit Trail has been ahead of the curve when it comes to serving the rapidly changing needs of ultra-high-net-worth individuals and family offices. They have continually provided a best-in-class investment platform and consistently made significant investments to attract and retain a network of proven, talented advisors who understand their unique needs,” said Mr. Ringdahl. “I admire what they have accomplished over the past 10 years and have tremendous respect for the firm’s leadership team. I look forward to joining their ranks and helping to build on the firm’s solid foundation of excellence across client service, comprehensive estate and investment planning, and technology.”
Prior to Resolute Investment Managers, Mr. Ringdahl worked at Touchstone Investments, Fidelity Investments, and Western & Southern Financial Group. He earned his Bachelor of Arts in Economics from Boston University and his Master of Business Administration from the Mendoza College of Business at the University of Notre Dame.
About Summit Trail Advisors
Summit Trail Advisors is an independent fiduciary designed and built for ultra-high net worth clients whose complex financial needs have outgrown traditional wealth management. We serve as the outsourced family office and CIO for our clients and partner with them to guide their generational wealth. Now a select network of clients, business partners, and colleagues collaborating on better ideas and solutions, we have the scale to leverage best practices and drive pricing power for our clients, while still creating highly personalized solutions. Founded in 2015, Summit Trail has 10 offices nationally with headquarters in New York and over $23 billion in AUM.
For more information, please visit http://summittrail.com.
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Contacts
Profile Advisors
Rachel Goun
summittrail@profileadvisors.com
