About
Dominick Trapasso is Principal at Summit Trail Advisors, based in Sarasota, Florida, where he leads development and implementation of customized investment strategies for high-net-worth individuals and institutions. His advisory focus includes working directly with entrepreneurs, private equity partners, executives, and business owners, overseeing asset allocation, portfolio construction, and manager selection with an emphasis on alternative investments and model portfolios.
Trapasso joined Summit Trail Advisors in 2019, bringing a wealth of experience from prior leadership roles in the investment management sector. Previously, he served as Regional Director for RIA and Family Offices at Lord, Abbett & Co., and as Managing Director for RIA and Family Offices at Nuveen. Throughout his career, he has specialized in business development for independent advisory platforms, delivering multi-manager solutions and outsourced chief investment officer (OCIO) services to RIAs and family offices.
He holds a BS in Accounting from Clemson University and is a Certified Public Accountant, underscoring his technical proficiency in portfolio management and investment advisory. Trapasso is recognized for his expertise in alternative investments, private equity, and holistic wealth planning for complex client needs, making significant contributions to expanding the capabilities and reach of independent advisory firms.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Summit Trail Advisors | Principal | Jun 2019 to Present | Dominick works with a team that specializes in working with entrepreneurs, business owners, health care, and technology professionals to coordinate the development and implementation of individualized... |
| Lord, Abbett & Co. LLC | Regional Director RIA and Family Offices | Mar 2018 to Jun 2019 | — |
| Nuveen | Managing Director RIA and Family Offices | Jun 2011 to Mar 2018 | Business Development in the RIA market for both the Midwest and Northeast. |
| Credit Suisse | Vice President Senior Portfolio Specialist | Apr 2009 to May 2011 | Senior Portfolio Specialist in Credit Suisse Private Banking USA. Primary responsibilites were portfolio construction and manager research for High Net-Worth individuals and Family Offices. |
| Barclays Wealth Management | Vice President | Sep 2008 to Apr 2009 | Vice President responsible for marketing our long only third party Equity and Fixed Income portfolios. Working with ultra high net worth families and small institutions. |
| Lehman Brothers | Vice President | May 2002 to Sep 2008 | Vice President responsible for marketing our long only third party Equity and Fixed Income portfolios. Working with ultra high net worth families and small institutions. |
| KPMG | Associate - Senior Associate | Jan 1999 to Jan 2003 | — |
Education
Clemson University
BS, Accounting
1995 — 1999
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 |
| 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 |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
| 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 |