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Isabelle Kane

Senior Associate at Summit Trail Advisors, LLC

New York, NY , United States

About

Isabelle Kane is a Senior Associate at Summit Trail Advisors in New York City. In her current capacity as a member of the firm's Investment Team, she provides customized investment advice and financial analysis to a diverse range of clients, leveraging Summit Trail’s investment philosophy and resources. Her work focuses on supporting high-net-worth individuals and families with tailored portfolio strategies, aiming to achieve optimal asset allocation and long-term growth.

With experience spanning analyst, associate, and now senior associate roles at Summit Trail Advisors since 2018, Isabelle has developed robust expertise in wealth management and investment advisory. Her responsibilities include equity research, portfolio construction, and risk evaluation, with a particular focus on public and private equity, alternative investments, and multi-asset portfolios—serving clients across finance and consumer services sectors.

Isabelle holds a Bachelor’s degree in Economics from Dartmouth College and is a graduate of Loyola Academy. Her analytical background, coupled with her contributions to investment strategy and client advisory, has positioned her as a valuable resource for clients seeking sophisticated investment solutions within complex asset classes. She is recognized for her strong financial acumen and dedication to delivering client-focused outcomes.

Career History

OrganizationRoleDate RangeDetails
Summit Trail AdvisorsSenior AssociateJan 2023 to Present
Summit Trail AdvisorsAssociateFeb 2021 to Jan 2023
Summit Trail AdvisorsAnalystJul 2018 to Feb 2021
Advisory Research, Inc.Summer AnalystJun 2017 to Aug 2017
Protocol Capital ManagementWinter AnalystJan 2017 to Mar 2017

Education

Dartmouth College

Bachelor's degree, Economics

2014 2018

Loyola Academy

2010 2014

Skills & Expertise

Powerpoint
Leadership
Public Speaking
Research
Microsoft Excel
Microsoft Office
Social Media
Microsoft Word
Event Planning
Teamwork
Community Outreach
Editing
Management
Business Analysis
Sales

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
Dominick Trapasso
Dominick Trapasso
PrincipalSarasota, FL , 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
Showing 1-10 of 43 team members

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