Summit Trail Advisors, an ultra-high-net-worth (UHNW)-focused independent registered investment advisor, announced that Jeff Ringdahl has joined the firm as Partner, President and Chief Operating Officer in New York.
Ringdahl joins Summit Trail after 14+ years at Resolute Investment Managers, where he most recently served as President and CEO. And at Summit Trail, he will focus on enhancing the firm’s white-glove client experience and ensuring that its family office offerings continue to adapt and meet the evolving needs of UHNW clients.
Ringdahl’s appointment further supports the executive leadership team at Summit Trail, which has experienced marked expansion over the past decade. Since its launch in 2015, the firm has grown to $23.6 billion in assets under management and $26.2 billion in assets under advisement, with over 100 employees across 10 offices that service UHNW families and businesses.
Before Resolute Investment Managers, Ringdahl worked at Touchstone Investments, Fidelity Investments, and Western & Southern Financial Group. And he earned his Bachelor of Arts in Economics from Boston University and his Master of Business Administration from the Mendoza College of Business at the University of Notre Dame.
KEY QUOTES:
“Jeff has a longstanding reputation as a leader and innovator within the investment management industry, and we are thrilled to welcome him to the Summit Trail team. Our firm is committed to serving the complex needs of UHNW individuals and families who have outgrown traditional investment management and the addition of Jeff to our senior leadership team reinforces this commitment. We are looking forward to leveraging his extensive experience and expertise.”
Jack Petersen, Co-Founder and Managing Partner at Summit Trail
“The ultra-high-net-worth and registered investment advisor industry has become increasingly sophisticated and institutionalized over the past decade, and business leaders like Jeff will ensure that Summit Trail continues to operate as a top-tier and trusted partner for our clients for years to come. With extensive executive leadership experience and a proven track record of successfully guiding organizations through periods of strategic growth, we believe Jeff is the perfect fit to help take our firm into its next decade.”
David Romhilt, Founding Partner and Chief Investment Officer at Summit Trail
“Summit Trail has been ahead of the curve when it comes to serving the rapidly changing needs of ultra-high-net-worth individuals and family offices. They have continually provided a best-in-class investment platform and consistently made significant investments to attract and retain a network of proven, talented advisors who understand their unique needs. I admire what they have accomplished over the past 10 years and have tremendous respect for the firm’s leadership team. I look forward to joining their ranks and helping to build on the firm’s solid foundation of excellence across client service, comprehensive estate and investment planning, and technology.”
Jeff Ringdahl
