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About
Isabella Davis is an Associate at Summit Trail Advisors in San Francisco, CA, where she focuses on providing investment advisory and wealth management services to high-net-worth individuals and families. In her current role, she supports client portfolio management, conducts market and asset class research, and assists senior advisors in designing tailored investment strategies.
Her expertise spans public equities, fixed income, and alternative investments, with a particular emphasis on portfolio allocation and risk analysis for private clients. Isabella's experience at Summit Trail Advisors also includes a prior role as an Analyst, where she gained exposure to direct client interactions and advanced analytics for multi-asset portfolios. Previously, she was a Client Services Associate at Raymond James, further developing her client relationship management and financial planning skills.
Isabella holds a Bachelor's degree in Finance from the University of Iowa Tippie College of Business. Her educational background has provided her with a strong foundation in financial modeling and investment analysis, further enhanced by hands-on roles in the advisory sector. She is recognized for her contributions to client service excellence and her analytical approach to investment solutions in the wealth management space.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Summit Trail Advisors | Associate | Feb 2025 to Present | — |
| Summit Trail Advisors | Analyst | Mar 2023 to Feb 2025 | — |
| Raymond James | Client Services Associate | Jan 2021 to Mar 2023 | - Worked alongside financial advisors to execute money movement orders - Planned and organized client appreciation/recruitment events further strengthening client relations with our firm - Organized, ... |
| Titan Renovation | Project Manager | Jun 2020 to Jul 2021 | • Obtained and managed residential and commercial projects while ensuring the terms of the contracts were met and payments were received • Completed project estimates and worked with insurance adjusto... |
| Active Endeavors | Active Endeavors Sales Associate | Dec 2018 to Jun 2020 | - Provided superior customer service focused on sharing product knowledge with customers - Worked as a team-oriented employee by maintaining positive relationships and a hardworking environment |
| University of Iowa | Writing Fellow (Peer Tutor) | Aug 2017 to Jun 2020 | - Read students' rough drafts from a variety of disciplines and wrote a commenting letter regarding suggestions for improvement for the final draft - Maintained a smooth communication line throughout ... |
| University of Iowa Athletics | Student Athlete and Team Captain | Aug 2016 to May 2020 | - Elected one of two captains by teammates - Selected to 2017 and 2018's Academic All-Big Ten - Honored as BIG Distinguished Scholar in 2018 - Recognized into the Presidential Committee of Athletics f... |
| University of Iowa Athletics | Student Chair of the Iowa Athletics Sustainability Task Force | May 2019 to Apr 2020 | - Created Iowa Athletic's first ever sustainability focused event focused on educating attendees about the importance of Iowa's native ecosystems and animals - Improved the recycling efforts at footba... |
| University of Iowa Athletics | Iowa Student Athletic Advisory Committee Representative | Aug 2018 to Apr 2020 | -Selected to represent the Iowa Women's Soccer team in front of Iowa Athletics staff -Worked on the Health and Well-being Committee to promote a healthy lifestyle among student-athletes |
| University of Iowa Office of Sustainability | Intern | Jun 2019 to Aug 2019 | - Increased Iowa Athletics’ awareness on sustainability efforts - Created a student-athlete Sustainability Task Force - Helped initiate sustainability related marketing efforts within the Iowa Athleti... |
| Morgan Stanley Wealth Management | Intern | May 2019 to Aug 2019 | - Generated analytical reports based on client information - Organized client events by communicating efficiently with multiple parties |
Education
The University of Iowa Tippie College of Business
Bachelor's degree, Finance, General
2016 — 2020
University of Iowa
Finance, General
2016 — 2020
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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A Aldo Eysaman | Associate Analyst | Select Equity Group, L.P. | Seattle, WA , United States |
 | 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 |
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