Aldane Pierre Forbes
Analyst-Equity at Summit Trail Advisors LLC
Profile
Mr. Aldane P.
Forbes is an Associate at Summit Trail Advisors LLC.
He is a member of the Operations team and as such is involved in the ongoing reporting of client data.
He joined Summit Trail in June 2020.
He started his career as a licensed financial services representative at Foresters Financial.
Prior to joining Summit Trail, he worked as an analyst for Chesapeake Asset Management LLC.
He has a Bachelor of Arts in Economics with a Minor In Geography from The State University of New York at Binghamton.
Aldane Pierre Forbes active positions
| Companies | Position | Start |
|---|---|---|
Summit Trail Advisors LLC
 Summit Trail Advisors LLC Investment ManagersFinance Summit Trail Advisors LLC (Summit Trail) is a wealth management firm and SEC-registered investment advisor headquartered in New York City with additional offices in Chicago, San Francisco, Boston, Seattle, and Harrisburg. The firm was founded by David Romhilt in 2015 and is a wholly-owned subsidiary of Summit Trail Holdings LLC. Summit Trail offers investment advisory services to ultra-high net worth individuals, family offices, and non-profit institutions. | Analyst-Equity | 2020-05-31 |
Training of Aldane Pierre Forbes
| State University of New York at Binghamton | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
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Female
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Linked companies
| Private companies | 1 |
|---|---|
Summit Trail Advisors LLC
Summit Trail Advisors LLC Investment ManagersFinance Summit Trail Advisors LLC (Summit Trail) is a wealth management firm and SEC-registered investment advisor headquartered in New York City with additional offices in Chicago, San Francisco, Boston, Seattle, and Harrisburg. The firm was founded by David Romhilt in 2015 and is a wholly-owned subsidiary of Summit Trail Holdings LLC. Summit Trail offers investment advisory services to ultra-high net worth individuals, family offices, and non-profit institutions. | Finance |
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