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Philip Berton

Associate at Summit Trail Advisors

Philip Berton is an Associate at Summit Trail Advisors, based in Chicago, Illinois.1 He joined Summit Trail Advisors in August 2019 as an Analyst and was promoted to Associate in January 2023.1 Summit Trail Advisors is an independent wealth management boutique with offices in various locations, including New York, Boston, Chicago, San Francisco, Seattle, and Harrisburg.1

Berton graduated from Dartmouth College in 2019 with a degree in Environmental Studies and Religion.1 During his time at Dartmouth, he was an offensive lineman for the Dartmouth Football team.1 He also completed the Tuck Business Bridge Program at The Tuck School of Business at Dartmouth in January 2019.1

Prior to his full-time role at Summit Trail Advisors, Berton interned with the company in the summer of 2018.1 He has also held internships at HP Ventures Group LLC-Development Services and MacLean-Fogg Component Solutions.1

At Summit Trail Advisors, Berton is involved in designing investment solutions and sourcing specialized investments, leveraging the firm's research providers and in-house research team.1

Highlights

Jan 14 · summittrail.com
Summit Trail Advisors
Jan 1 · summittrail.com
Who We Are - Summit Trail Advisors
Who We Are - Summit Trail Advisors
Mar 24 · summittrail.com
[PDF] SUMMIT TRAIL ADVISORS, LLC

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Philip Berton
Philip Berton, photo 1
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Location

Oak Park, Illinois, United States