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AJ

Annika Jonas-Day

Analyst at Summit Trail Advisors, LLC

New York, NY , United States

About

Annika Jonas-Day is an Analyst at Summit Trail Advisors in New York, where she supports the firm's investment advisory and wealth management operations for clients with complex financial needs. Her role involves research, portfolio analysis, and assisting senior advisors in developing bespoke investment strategies, primarily targeting high-net-worth individuals and family offices. At Summit Trail Advisors, she contributes to asset allocation decisions, manager due diligence, and monitoring client portfolios across a variety of asset classes.

Her background includes research and analytical roles in both academia and non-profit sectors, having worked as a Government Research Assistant and Student Development Associate at Hamilton College. She brings expertise in macroeconomic analysis, government policy, and the intersection of economic development and sustainability to her investment work. Annika is recognized for her collaborative approach and her ability to translate complex market trends into actionable advice for clients.

Annika holds a Bachelor of Arts in Economics and Government from Hamilton College, supported by additional studies in wildlife conservation and political ecology from the School for International Training in Tanzania. She applies her multidisciplinary education to investment research with a keen focus on global markets and sustainable investment themes. Her career is marked by a commitment to data-driven decision-making and delivering client-centered, innovative investment solutions.

Career History

OrganizationRoleDate RangeDetails
Summit Trail AdvisorsAnalystJan 2018 to Present
Hamilton CollegeGovernment Research AssistantOct 2016 to May 2017
Researched and compiled comparative data on the role of paramilitary forces for 20 plus nations worldwide
Hamilton CollegeStudent Development AssociateJan 2016 to May 2017
Conducted outreach and fundraising for the Annual Fund Student Calling Program
Women's Institute for Housing and Economic DevelopmentInternJun 2016 to Aug 2016
Created client surveys and performed comparative financial and cost/benefit analyses of the Institute’s inventory to guide strategic planning, drafted grant applications, and participated in project s...
Housing Counseling Services, Inc.Foreclosure Prevention Program InternJun 2015 to Aug 2015
Conducted program-wide data analysis for submission to funding agencies, researched foreclosure laws, created PowerPoint materials for briefings, interviewed clients, staffed hotline, attended court p...
Beaver Summer CampLifeguard and Aquatics InstructorJan 2013 to Jan 2014
Swimming instructor for groups of campers ages 3-12, and pool lifeguard
Beaver Summer CampSummer Camp CounselorJun 2012 to Aug 2012
Responsible for managing groups of pre-school campers, including leading campers through daily activities, assisting program specialists, and communicating with parents

Education

Hamilton College

Bachelor of Arts - BA, Economics and Government

2013 2017

School for International Training

Tanzania: Wildlife Conservation and Political Ecology

Brookline High School

Others at Summit Trail Advisors, LLC (43)

NameRoleLocation
Alex Shapses
Alex Shapses
PartnerNew York, NY , United States
B
Brandon Woods
PrincipalNew York, NY , United States
Caitlin Hagan
Caitlin Hagan
PartnerChicago, IL , United States
C
Cameron Green
AssociateChicago, IL , United States
D
Daniela Pedley
PartnerSan Francisco, CA , United States
D
Danielle Louton
PartnerSan Francisco, CA , United States
Dominick Trapasso
Dominick Trapasso
PrincipalSarasota, FL , United States
Isabella Blackman
Isabella Blackman
AssociateSan Francisco, CA , United States
Jerry Deren
Jerry Deren
PartnerTX , United States
Jerry Lucas
Jerry Lucas
PartnerCold Spring Harbor, NY , United States
Showing 1-10 of 43 team members

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