Bobby Desherow

Bobby Desherow is an Associate at Summit Trail Advisors in Chicago, where he acts as a primary client service contact, handling day-to-day needs and coordinating with strategic partners on complex matters such as estate planning. His responsibilities center around serving high-net-worth clients, with a strong emphasis on relationship management within the firm's networked family office model.

Prior to his current role, Bobby was an Analyst at Summit Trail Advisors, contributing to client service and operational support since 2021. Before joining Summit Trail, he worked as a Project Manager at Epic, where he developed skills in project coordination and technology solutions for healthcare clients. His finance and operational expertise are grounded in his previous analyst experience, supporting the advisory team's delivery of personalized investment solutions.

Bobby holds a Bachelor of Business Administration in Finance from the University of Wisconsin-Whitewater and is an alumnus of Loyola Academy. At Summit Trail, he primarily focuses on wealth management for individuals and multi-generational families, collaborating on areas such as asset allocation, investment strategy, and estate planning, with a specific lens on customized solutions for the firm's high-net-worth clientele.