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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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Summit Trail Advisors | Analyst | Jan 2018 to Present | — |
| Hamilton College | Government Research Assistant | Oct 2016 to May 2017 | Researched and compiled comparative data on the role of paramilitary forces for 20 plus nations worldwide |
| Hamilton College | Student Development Associate | Jan 2016 to May 2017 | Conducted outreach and fundraising for the Annual Fund Student Calling Program |
| Women's Institute for Housing and Economic Development | Intern | Jun 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 Intern | Jun 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 Camp | Lifeguard and Aquatics Instructor | Jan 2013 to Jan 2014 | Swimming instructor for groups of campers ages 3-12, and pool lifeguard |
| Beaver Summer Camp | Summer Camp Counselor | Jun 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)
| 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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