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Profil
Mr. Kevin P.
Gavey, CFA, is a Vice President & Head of Long Only Investments at Summit Trail Advisors LLC.
He is responsible for all public fund due diligence at Summit Trail, which includes equity, fixed income, and real estate funds.
Other responsibilities include portfolio construction and strategic and tactical asset allocation.
He also serves as a voting member of the Investment Committee.
He started his career at Barclays Wealth Management, where he was a member of the Investment Research team, with a primary focus on fund due diligence.
He has a Bachelor of Arts in Commerce, Organizations, and Entrepreneurship from Brown University.
Anciens postes connus de Kevin Patrick Gavey
| Sociétés | Poste | Fin |
|---|---|---|
Summit Trail Advisors LLC
 Summit Trail Advisors LLC Investment ManagersFinance Summit Trail’ investment process encompasses three major areas: Asset Allocation, Investment Selection, and Portfolio Construction. The investment process is designed to be customized to each client and their particular objectives and risk tolerance. The firm primarily utilizes an open architecture, in that they do not generally select individual securities within their firm. They build portfolios by selecting specialists in each asset class who focus their research process on a specific area of the investment marketplace. Summit Trail typically utilizes a combination of ETFs, Separate Accounts, Mutual Funds, and Limited Partnerships to invest their Client’s portfolios. | Head-Equity Investments | 01/08/2021 |
Formation de Kevin Patrick Gavey
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73
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| Entreprise privées | 2 |
|---|---|
Brown University
 Brown University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Summit Trail Advisors LLC
Summit Trail Advisors LLC Investment ManagersFinance Summit Trail’ investment process encompasses three major areas: Asset Allocation, Investment Selection, and Portfolio Construction. The investment process is designed to be customized to each client and their particular objectives and risk tolerance. The firm primarily utilizes an open architecture, in that they do not generally select individual securities within their firm. They build portfolios by selecting specialists in each asset class who focus their research process on a specific area of the investment marketplace. Summit Trail typically utilizes a combination of ETFs, Separate Accounts, Mutual Funds, and Limited Partnerships to invest their Client’s portfolios. | Finance |
