About
Cameron Green is an Associate at Summit Trail Advisors based in Chicago, where he supports relationship managers and advisors in delivering comprehensive wealth management services to clients. His role involves managing daily operations, ensuring a seamless client experience, and addressing client needs in coordination with the advisory team.
He joined Summit Trail Advisors in 2021, first as an Analyst before advancing to his current Associate position in 2024. Cameron's work primarily centers on high-net-worth and ultra-high-net-worth individuals, focusing on multi-asset portfolio solutions and client service within private wealth management; however, specific asset class or sector focus is not publicly detailed.
Prior to joining Summit Trail, Cameron held a management trainee position at Cintas Corporation, gaining operational and client service experience. He holds a Bachelor of Science in Education and Social Policy with a concentration in Learning and Organizational Change from Northwestern University, equipping him with strong expertise in organizational strategy and client engagement.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Summit Trail Advisors | Associate | Feb 2024 to Present | — |
| Summit Trail Advisors | Analyst | May 2021 to Feb 2024 | — |
| Cintas | Management Trainee | Jul 2019 to May 2021 | — |
| Northwestern University | Student Athlete on Northwestern University Football Team | Jun 2015 to Jun 2019 | — |
| KemperLesnik | Marketing Intern | Jan 2018 to Apr 2018 | — |
Education
Northwestern University
Bachelor of Education and Social Policy
2015 — 2019
Adlai E. Stevenson High School
Diploma
2010 — 2015
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 |
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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 | 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 |
