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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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Summit Trail Advisors | Senior Associate | Jan 2023 to Present | — |
| Summit Trail Advisors | Associate | Feb 2021 to Jan 2023 | — |
| Summit Trail Advisors | Analyst | Jul 2018 to Feb 2021 | — |
| Advisory Research, Inc. | Summer Analyst | Jun 2017 to Aug 2017 | — |
| Protocol Capital Management | Winter Analyst | Jan 2017 to Mar 2017 | — |
Education
Dartmouth College
Bachelor's degree, Economics
2014 — 2018
Loyola Academy
2010 — 2014
Skills & Expertise
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 | |
| Associate | Steward Partners Investment Advisory, LLC | Milwaukee, WI , United States |