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About
Duff Saxe is a Partner at Summit Trail Advisors in New York, where he leverages extensive experience in investment management and financial strategy to advise ultra-high-net-worth individuals and families. At Summit Trail Advisors since 2015, he plays a key role in developing integrated investment solutions and guiding clients through the complexities of generational wealth management.
His investment focus encompasses multi-asset class portfolios, with particular expertise in alternative investments, private equity, and customized wealth preservation strategies. He works closely with clients to tailor asset allocations and financial frameworks suited to their long-term objectives and risk profiles.
Prior to joining Summit Trail Advisors, Duff held senior positions at Barclays Wealth and Investment Management and served as President at White Tower Management. He holds an MBA in Finance from Columbia Business School, underscoring his depth of knowledge in finance and investment planning.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Summit Trail Advisors | Partner | Aug 2015 to Present | Summit Trail Advisors is a private investment office founded by a group of experienced professionals with a vision: to deliver clients the investment prowess and resources of a private bank through th... |
| Wealth and Investment Management at Barclays | Barclays | Jul 2010 to Aug 2015 | — |
| White Tower Management | President | Sep 2008 to Jul 2010 | — |
| Collins Brothers Worldwide | Vice President-CFO-COO | Oct 2006 to Oct 2008 | — |
Education
Columbia Business School
MBA, Finance
2002 — 2003
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 |
 | Principal | Sarasota, FL , United States |
 | Associate | San Francisco, CA , United States |
 | Partner | TX , United States |
 | Partner | Cold Spring Harbor, NY , United States |
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