You're signed outSign in or to get full access.
About
Louis Filippelli is an Associate at Summit Trail Advisors in New York, NY, where he is a member of the Investment Team specializing in private assets. His primary responsibilities center on manager research and portfolio construction, with a focus on private equity, direct investments, and alternative asset classes.
Prior to joining Summit Trail Advisors, Louis worked as an Analyst at JTP Capital, gaining experience in investment analysis and asset management. He has held analyst and associate roles at Summit Trail Advisors since 2021, demonstrating a strong track record across both public and private investment domains.
Louis holds a Master’s degree in Real Estate from the NYU Schack Institute of Real Estate and a Bachelor’s degree in Economics from Tufts University. His expertise lies in private markets, particularly private equity and direct deals, and he is recognized for his analytical rigor and commitment to delivering customized investment solutions for institutional and high-net-worth clients.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Summit Trail Advisors | Associate | Feb 2023 to Present | — |
| Summit Trail Advisors | Investment Analyst | Oct 2021 to Present | — |
| JTP Capital | Analyst | Oct 2020 to Oct 2021 | — |
| Cerberus Capital Management | Real Estate Summer Analyst | Jun 2019 to Aug 2019 | — |
| Cerberus Capital Management | Real Estate Summer Analyst | Jun 2018 to Aug 2018 | — |
Education
NYU Schack Institute of Real Estate
Master's degree, Real Estate
2021 — 2023
Tufts University
Bachelor's degree, Economics
2016 — 2020
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 |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
 | Portfolio Manager | Select Equity Group, L.P. | New York, NY , United States |
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 |
