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Adam Betancourt
Vice President, Portfolio Manager at Summit Trail Advisors, LLC
About
Adam Betancourt is a Vice President and Portfolio Manager at Summit Trail Advisors, based in New York City, where he is responsible for portfolio management and investment strategy for high-net-worth clients and families. His role involves designing and managing personalized, multi-asset class portfolios tailored to the unique needs of sophisticated investors, leveraging both public and private investment opportunities.
Betancourt’s investment expertise spans equities, fixed income, and alternative investments, with a strong focus on constructing diversified portfolios and implementing risk management strategies for clients in the ultra-high-net-worth and institutional segments. He has a proven track record in asset allocation and manager due diligence, particularly for clients with complex financial profiles.
Prior to joining Summit Trail Advisors in 2021, Betancourt was Vice President and Portfolio Manager at Bank of America Private Bank, where he served from 2015 to 2021, and previously contributed investment insights as a Premium Contributor at Seeking Alpha. He holds a Master’s Degree in Finance from Fordham Gabelli School of Business and a Bachelor’s degree in Finance from Roger Williams University, underlining his strong analytical foundation in modern portfolio theory, investment research, and quantitative analysis.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Summit Trail Advisors | Vice President, Portfolio Manager | Apr 2021 to Present | — |
| Bank of America Private Bank | Vice President, Portfolio Manager | Aug 2015 to Mar 2021 | Portfolio Manager: Strategic Growth Strategy CTF (Internal Proprietary GARP Equity Strategy) - Benchmark: Russell 1000 Growth - Top-down security selection with a technically-driven sell discipline - ... |
| Seeking Alpha | Premium Contributor | Apr 2013 to Aug 2015 | Published numerous actionable investment analysis and advice articles with 100,000+ page views to-date. |
| Fortress Investment Group | Treasury Analyst | Dec 2014 to Feb 2015 | — |
| Auxis | Management Consultant and Contractor | Apr 2014 to Aug 2014 | • Devised a financial derivative structure internally to mitigate $5M in Forex risk • Designed and built the finance and accounting policy infrastructure for Government defense contracts at a $3.4 bil... |
| Center for Advanced Financial Education | Assistant Director | Dec 2011 to May 2012 | Responsibilities include task delegation, investment oversight, objective analysis, portfolio assessment, and other managerial tasks. During this period, I also became a co-founding director of a sec... |
| Roger Williams University | Student Fund Manager | Aug 2011 to Dec 2011 | Student Fund Manager: Hand-selected to create and manage a $100,000 (real dollar) “large-cap blend” portfolio with nine other students in the Mario J. Gabelli School of Business. Responsibilities in... |
| GAMCO Investors, Inc. | Intern | Aug 2011 to Sep 2011 | Operations Department- Performed custodial bank reconciliations for private accounts, prepared an equity research report, helped to construct reports for daily mutual fund activity. |
Education
Fordham Gabelli School of Business
Master's Degree, Finance
2013 — 2014
Roger Williams University
Bachelor's degree, Finance
2008 — 2012
Randolph High School
High School Diploma
2004 — 2008
Skills & Expertise
Others at Summit Trail Advisors, LLC (43)
| Name | Role | Location |
|---|---|---|
 | Partner | New York, NY , United States |
B Brandon Woods | Principal | New York, NY , United States |
 | Partner | Chicago, IL , United States |
C Cameron Green | Associate | Chicago, IL , United States |
D Daniela Pedley | Partner | San Francisco, CA , United States |
D Danielle Louton | Partner | San Francisco, CA , United States |
 | Principal | Sarasota, FL , United States |
 | Associate | San Francisco, CA , United States |
 | Partner | TX , United States |
 | Partner | Cold Spring Harbor, NY , United States |
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