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Dominick Trapasso

Dominick Trapasso

Principal at Summit Trail Advisors, LLC

Sarasota, FL , United States

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

OrganizationRoleDate RangeDetails
Summit Trail AdvisorsPrincipalJun 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. LLCRegional Director RIA and Family OfficesMar 2018 to Jun 2019
NuveenManaging Director RIA and Family OfficesJun 2011 to Mar 2018
Business Development in the RIA market for both the Midwest and Northeast.
Credit SuisseVice President Senior Portfolio SpecialistApr 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 ManagementVice PresidentSep 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 BrothersVice PresidentMay 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.
KPMGAssociate - Senior AssociateJan 1999 to Jan 2003

Education

Clemson University

BS, Accounting

1995 1999

Others at Summit Trail Advisors, LLC (43)

NameRoleLocation
Alex Shapses
Alex Shapses
PartnerNew York, NY , United States
B
Brandon Woods
PrincipalNew York, NY , United States
Caitlin Hagan
Caitlin Hagan
PartnerChicago, IL , United States
C
Cameron Green
AssociateChicago, IL , United States
D
Daniela Pedley
PartnerSan Francisco, CA , United States
D
Danielle Louton
PartnerSan Francisco, CA , United States
Isabella Blackman
Isabella Blackman
AssociateSan Francisco, CA , United States
Jerry Deren
Jerry Deren
PartnerTX , United States
Jerry Lucas
Jerry Lucas
PartnerCold Spring Harbor, NY , United States
J
Joe Shenton
PartnerChicago, IL , United States
Showing 1-10 of 43 team members

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