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About
Seth Katz is the Partner and Head of Investments at Summit Trail Advisors, based in New York, NY. In this role, he leads the firm’s investment team and is responsible for developing and overseeing the overall investment strategy, portfolio construction, and due diligence efforts for the firm’s clients.
Katz has built his career with more than 19 years of experience in the finance industry, with a focus on multi-asset class portfolio management at Summit Trail Advisors. While his remit spans a broad range of asset classes, he is particularly involved in evaluating traditional and alternative investments, overseeing allocations across equities, fixed income, private equity, hedge funds, and real assets.
He holds a Bachelor of Arts in Politics from Princeton University. Katz is recognized for his leadership at Summit Trail Advisors and his expertise in constructing tailored investment solutions for high-net-worth individuals and institutional clients.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Summit Trail Advisors | Partner, Head of Investments | Oct 2015 to Present | Lead Summit Trail’s efforts in private equity, direct investments and overall manager research. Summit Trail Advisors is a private investment office founded by a group of experienced professionals wit... |
Education
Princeton University
Bachelor of Arts, Politics
1996 — 2000
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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