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Tobit Powell Email & Phone Number

Associate, Portfolio Construction at Summit Trail Advisors
Location: New York City Metropolitan Area, United States 5 work roles 2 schools
1 work email found @summittrail.com LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email t****@summittrail.com
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Current company
Summit Trail Advisors
Role
Associate, Portfolio Construction
Location
New York City Metropolitan Area, United States
Company size
115 employees

Who is Tobit Powell? Overview

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Quick answer

Tobit Powell is listed as Associate, Portfolio Construction at Summit Trail Advisors, a with 115 employees, based in New York City Metropolitan Area, United States. AeroLeads shows a work email signal at summittrail.com and a matched LinkedIn profile for Tobit Powell.

Tobit Powell previously worked as Analyst, Portfolio Construction at Summit Trail Advisors and Investment Operations Specialist at Hall Capital Partners Llc. Tobit Powell holds Bachelor Of Science - Bs, Economics, Graduated Cum Laude from Syracuse University - Maxwell School.

Company email context

Email format at Summit Trail Advisors

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{first}.{last}@summittrail.com
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AeroLeads found 1 current-domain work email signal for Tobit Powell. Compare company email patterns before reaching out.

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Profile bio

About Tobit Powell

Tobit Powell is a Associate, Portfolio Construction at Summit Trail Advisors. They possess expertise in mathematics, self management, public speaking, networking, data analysis and 14 more skills. They is proficient in German.

Listed skills include Mathematics, Self Management, Public Speaking, Networking, and 15 others.

Current workplace

Tobit Powell's current company

Company context helps verify the profile and gives searchers a useful next step.

Summit Trail Advisors
Summit Trail Advisors
Associate, Portfolio Construction
New York, NY, US
Website
summittrail.com
Employees
115
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5 roles

Tobit Powell work experience

A career timeline built from the work history available for this profile.

Analyst, Portfolio Construction

Current
Summit Trail Advisors

New York, New York, United States

Summit Trail is an investment-focused independent wealth management boutique with offices in NY, Boston, Chicago and San Francisco. We leverage leading research providers and our own in-house research team to design investment solutions while sourcing unique, highly specialized investments.

Apr 2022 - Present

Investment Operations Specialist

Hall Capital Partners Llc

New York, New York, United States

• Process a wide variety of transactions including investment funding, asset transfers, account openings, standing letters of authorization, and anti-money laundering documents in a fast-paced and deadline-driven environment• Collaborated with research associates and portfolio managers to provide customized plans and solutions to help clients navigate tax laws, identify investment opportunities, process new investments, and develop relationships with new and existing clients

May 2021 - Apr 2022

Associate, Trading

Thinkequity Llc

New York, New York, United States

• Assist the company’s NYSE floor operation for IPO’s, up-listings, ATM’s, Follow-ons, rights offerings, 10b18 company buybacks, and convertibles• Execute low touch service by utilizing multiple algorithmic strategies and high touch service for equities with low liquidity• Create proprietary daily market reports for internal and external use

Oct 2020 - Mar 2021

Associate Intern

Guidepoint

New York, New York, United States

• Delivered custom surveys to assist clients in understanding markets in technology, finance, and construction industries; used surveys to help clients develop key insights• Managed workstreams for multiple projects simultaneously, resulting in a reduction in project manager dedicated hours and increased project margins

Jun 2019 - Aug 2019
Team & coworkers

Colleagues at Summit Trail Advisors

Other employees you can reach at summittrail.com. View company contacts for 115 employees →

CS Conor Sullivan Conor Sullivan Colleague at Summit Trail AdvisorsNew York, United States View → ET Emily Trang Emily Trang Colleague at Summit Trail AdvisorsGreater Harrisburg Area, United States View → BI Brandon Inglis Brandon Inglis Colleague at Summit Trail AdvisorsSan Francisco, California, United States View → OB Olya Bauer Olya Bauer Colleague at Summit Trail AdvisorsSan Francisco Bay Area, United States View → HM Haim M. Haim M. Colleague at Summit Trail AdvisorsNew York City Metropolitan Area, United States View → BT Blake Target Blake Target Colleague at Summit Trail AdvisorsNew York, United States View → AJ Annika Jonas-Day Annika Jonas-Day Colleague at Summit Trail AdvisorsNew York, United States View → PG Peter Gambee Peter Gambee Colleague at Summit Trail AdvisorsNew York City Metropolitan Area, United States View → MS Michael Sparico Michael Sparico Colleague at Summit Trail AdvisorsNew York, United States View → MC Michael Cohen Michael Cohen Colleague at Summit Trail AdvisorsNew York, United States View →
2 education records

Tobit Powell education

Bachelor Of Science - Bs, Economics, Graduated Cum Laude

Syracuse University - Maxwell School

Activities and Societies: European Studies Student of the Year Award (2019), Pi Sigma Alpha (National Honor Society for Political Science)

FAQ

Frequently asked questions about Tobit Powell

Quick answers generated from the profile data available on this page.

What company does Tobit Powell work for?

Tobit Powell works for Summit Trail Advisors.

What is Tobit Powell's role at Summit Trail Advisors?

Tobit Powell is listed as Associate, Portfolio Construction at Summit Trail Advisors.

What is Tobit Powell's email address?

AeroLeads has found 1 work email signal at @summittrail.com for Tobit Powell at Summit Trail Advisors.

Where is Tobit Powell based?

Tobit Powell is based in New York City Metropolitan Area, United States while working with Summit Trail Advisors.

What companies has Tobit Powell worked for?

Tobit Powell has worked for Summit Trail Advisors, Hall Capital Partners Llc, Thinkequity Llc, and Guidepoint.

Who are Tobit Powell's colleagues at Summit Trail Advisors?

Tobit Powell's colleagues at Summit Trail Advisors include Conor Sullivan, Emily Trang, Brandon Inglis, Olya Bauer, and Haim M..

How can I contact Tobit Powell?

You can use AeroLeads to view verified contact signals for Tobit Powell at Summit Trail Advisors, including work email, phone, and LinkedIn data when available.

What schools did Tobit Powell attend?

Tobit Powell holds Bachelor Of Science - Bs, Economics, Graduated Cum Laude from Syracuse University - Maxwell School.

What skills is Tobit Powell known for?

Tobit Powell is listed with skills including Mathematics, Self Management, Public Speaking, Networking, Data Analysis, Client Services, Communication, and Statistical Data Analysis.

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