WebCurrent Firm: Summit Trail Advisors, LLC. David Romhilt (CRD# 4435504) is an Investment Advisor Representative working at Summit Trail Advisors, LLC in Chevy Chase, MD and has 1 year of experience in the finance industry. Similar Advisors. Jim David. CRD# 4092356. WebAug 18, 2024 · Summit Trail Advisors, LLC (“Summit Trail” or the “Advisor”) is a limited liability company formed on July 6, 2015 in the state of Delaware. Summit Trail is a wholly-owned subsidiary of Summit Trail Holdings, LLC and is operated by Jack Petersen (Managing Partner), David Romhilt, CFA
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WebJan 18, 2024 · He will be based in the firm’s New York headquarters and report to David Romhilt, Summit Trail’s Chief Investment Officer. “It is an honor to have Jonathan join the Summit Trail team ... WebJoin Fort Pitt’s Financial Advisor, David Zabela as he hosts Partner & Chief Investment Officer Daniel T. Eye, CFA®, Senior Investment Analyst Brian Jankowski,… Todd Douds, CFA on LinkedIn: #financialplanning #fortpittwebinarseries #financialeducation adguard recenze
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WebMay 15, 2024 · View David Romhilt's business profile as Partner, Chief Investment Officer at Summit Trail Advisors. Find contact's direct phone number, email address, work … WebJan 18, 2024 · He will be based in the firm’s New York headquarters and report to David Romhilt, Summit Trail’s Chief Investment Officer. ... Summit Trail Advisors is a $16 billion independent advisory firm with offices based in New York, Chicago, San Francisco, Boston, Seattle, Harrisburg, and Washington DC. Founded in 2015, Summit Trail provides ... jp bank カード web新規登録