Inna Halperin

Inna Halperin is a Principal and Relationship Manager at Summit Trail Advisors in Chicago, Illinois, where she leads client relationship initiatives and develops investment strategies tailored for high-net-worth individuals and institutional clients. In this role, she focuses on building customized portfolios, delivering multi-asset class solutions, and providing comprehensive wealth management guidance.

Her career in the investment industry spans over a decade, including prior roles as Vice President at Summit Trail Advisors and Client Service Analyst at Barclays Wealth. Halperin's expertise covers a broad range of asset classes with an emphasis on equities, fixed income, and alternative investments, particularly within the private wealth and multi-family office sector.

Halperin holds a B.S. in Finance from DePaul University and brings deep knowledge of portfolio construction, risk management, and client servicing to her practice. She is recognized for her commitment to delivering exceptional client experiences and for her contributions to the growth and leadership at Summit Trail Advisors.