About
Brandon Woods is Principal at Summit Trail Advisors, based in New York, NY, where he is also identified as Head of Operations. In this role, he is responsible for leadership in operational strategy, ensuring institutional quality in investment platform delivery, and supporting high-net-worth and institutional client advisory services. Summit Trail Advisors specializes in multi-asset class investment solutions and bespoke wealth management, with a strong focus on alternative investments and private market strategies.
Prior to joining Summit Trail Advisors in 2022, Woods served as Chief Operating Officer and Principal Financial Officer at the World Gold Council, where he played a key role in global financial operations and compliance. He also previously led the Council’s compliance and regulatory reporting function, broadening his expertise in asset management, gold and commodities, and regulatory frameworks.
Woods holds a Bachelor of Business Administration in Finance from Kent State University. His career demonstrates deep expertise in alternative investments, global commodities markets, regulatory affairs, and operational excellence within the wealth management industry.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Summit Trail Advisors | Principal | Mar 2022 to Present | Summit Trail Advisors is an independent, privately-held partnership. With headquarters in New York City and offices in Chicago, San Francisco, Boston, Seattle, and Harrisburg, we serve the complex nee... |
| World Gold Council | COO and Principal Financial Officer | Oct 2020 to Mar 2022 | CFO of World Gold Trust Services, LLC and WGC USA Asset Management, LLC (both subsidiaries of World Gold Council) and responsible for the day-to-day operations, SEC filings, as well as cross-border re... |
| World Gold Council | Head of Compliance and Regulatory Reporting | May 2017 to Oct 2020 | — |
| iCapital Network, Inc. | Head of Hedge Fund Operations | Sep 2015 to Apr 2017 | — |
| Meridian Fund Services | Senior Vice President, Fund Services | Mar 2013 to Feb 2015 | — |
| Meridian Fund Services LLC | Vice President, Fund Services | Oct 2011 to Mar 2013 | — |
| Alphametrix360, LLC | Manager, Investor Services and Financial Reporting | Jul 2007 to Oct 2011 | — |
| Citigroup FKA BISYS Fund Services | Manager | Jan 2003 to Jul 2007 | — |
Education
Kent State University
BBA, Finance
1999 — 2003
Skills & Expertise
Others at Summit Trail Advisors, LLC (43)
| Name | Role | Location |
|---|---|---|
 | Partner | 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 |
J Joe Shenton | Partner | Chicago, IL , United States |
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|---|---|---|---|
 | Partner, Portfolio Manager | First Manhattan Co. LLC. | New York, NY , United States |
A Adam Wolf | Analyst | First Manhattan Co. LLC. | New York, NY , United States |
 | Partner | Steward Partners Investment Advisory, LLC | Suffolk, VA , United States |
 | Associate | Steward Partners Investment Advisory, LLC | Milwaukee, WI , United States |
 | Portfolio Manager | Select Equity Group, L.P. | New York, NY , United States |
A Aldo Eysaman | Associate Analyst | Select Equity Group, L.P. | Seattle, WA , United States |
