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About
Philip Berton is an Associate at Summit Trail Advisors in Chicago, IL, where he focuses on providing comprehensive wealth management solutions to high-net-worth individuals and families. In his current role, he employs a collaborative, team-based approach to ensure that client portfolios are aligned with investment, estate planning, charitable, and tax objectives.
Berton's expertise spans holistic financial planning and client service, with a key focus on investment advisory and multi-generational wealth strategies. At Summit Trail Advisors, he supports complex client needs by integrating personalized investment solutions across diverse asset classes, although specific sectors and asset classes are not disclosed in public sources.
He began his career as an intern with Summit Trail Advisors in 2018 and developed through analyst and associate roles, building deep knowledge in financial planning. Berton is a CERTIFIED FINANCIAL PLANNER™ professional and holds a degree in Environmental Studies and Religion from Dartmouth College.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Summit Trail Advisors | Associate | Jan 2023 to Present | Summit Trail is an independent fiduciary designed and built for clients whose complex financial needs have outgrown traditional wealth management. |
| Summit Trail Advisors | Analyst | Aug 2019 to Feb 2023 | — |
| Summit Trail Advisors | Intern | Jun 2018 to Aug 2018 | — |
| HP Ventures Group LLC-Development Services | Intern | Dec 2017 to Feb 2018 | — |
| MacLean-Fogg Component Solutions | Environmental Health Safety Specialist Intern | Jun 2016 to Aug 2016 | As an intern I worked alongside the head of EHS and analyzed data from over 5 different industrial plants to form a comprehensive current state of waste. |
| Lawn and Brawn (Development Stage) | Co CEO | Jun 2015 to Aug 2015 | Lawn and Brawn functioned as a landscaping and moving service, providing neighborhood services to over 10 clients in 3 different towns and generated over $8,000 in revenue. |
Education
Dartmouth College
Environmental Studies, Religion
2015 — 2019
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 |
