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Profile
Ms. Isabelle Kane is a Senior Associate at Summit Trail Advisors LLC.
As a member of the Investment Team, she focuses on providing customized investment advice to the firm’s clients.
Based on our investment philosophy, asset allocation and manager selection views, this advice is tailored to reflect the unique investment and financial profile of each client.
She joined Summit Trail in July 2018 and is based in our New York City office.
She received her undergraduate degree from Dartmouth College.
Isabelle Kane active positions
| Companies | Position | Start |
|---|---|---|
Summit Trail Advisors LLC
 Summit Trail Advisors LLC Investment ManagersFinance Summit Trail’ investment process encompasses three major areas: Asset Allocation, Investment Selection, and Portfolio Construction. The investment process is designed to be customized to each client and their particular objectives and risk tolerance. The firm primarily utilizes an open architecture, in that they do not generally select individual securities within their firm. They build portfolios by selecting specialists in each asset class who focus their research process on a specific area of the investment marketplace. Summit Trail typically utilizes a combination of ETFs, Separate Accounts, Mutual Funds, and Limited Partnerships to invest their Client’s portfolios. | Analyst-Equity | 2018-06-30 |
Training of Isabelle Kane
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
6
1st degree connections
2
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Dartmouth College
 Dartmouth College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Summit Trail Advisors LLC
Summit Trail Advisors LLC Investment ManagersFinance Summit Trail’ investment process encompasses three major areas: Asset Allocation, Investment Selection, and Portfolio Construction. The investment process is designed to be customized to each client and their particular objectives and risk tolerance. The firm primarily utilizes an open architecture, in that they do not generally select individual securities within their firm. They build portfolios by selecting specialists in each asset class who focus their research process on a specific area of the investment marketplace. Summit Trail typically utilizes a combination of ETFs, Separate Accounts, Mutual Funds, and Limited Partnerships to invest their Client’s portfolios. | Finance |
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