Brandon Inglis

Brandon Inglis is an Associate at Summit Trail Advisors based in San Francisco, where he partners closely with advisors to support client portfolio management and performance analysis. He joined Summit Trail in September 2022 and transitioned from Analyst to Associate, working primarily with high-net-worth individuals and families to deliver tailored investment solutions. At Summit Trail, his responsibilities include preparing detailed performance reporting and assisting with portfolio construction and client service initiatives.

Brandon's investment expertise spans multi-asset portfolio allocation, with a focus on public equities, alternative investments, and fixed income strategies as part of comprehensive wealth management mandates. He brings previous experience as a Senior Associate at IEQ Capital, where he contributed to portfolio analytics and client relationship management for sophisticated investors.

Brandon holds a Bachelor of Arts in Economics from the University of California, Los Angeles and furthered his studies in International Economics at Freie Universität Berlin. He is recognized for his analytical skill, global perspective, and commitment to delivering high-touch advisory services within the wealth management sector.