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Tom Palecek is listed as Founding Partner of Summit Trail Advisors at Summit Trail Advisors, based in Incline Village, Nevada, United States. AeroLeads shows a matched LinkedIn profile for Tom Palecek.
Tom Palecek previously worked as Founding Partner, Advisor at Summit Trail Advisors and Board Member at Trans Pacific Networks. Tom Palecek holds Mba, Business Administration And Management, General from Stanford University Graduate School Of Business.
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As a Founding Partner and Advisor at Summit Trail Advisors, I work with an elite group of entrepreneurs, venture capitalists, real estate families, finance professionals, business owners and foundations, providing holistic advice on investments, tax matters, and estate planning. Summit Trail is one of the few Independent Advisory firms in the United States with a national footprint (New York based), and with full institutional quality manager research and due diligence teams. I am honored and humbled to be working side by side with my colleagues to bring a whole new level of transparency and investment management to our clients. We deal with all dollar matters for our clients, so they can focus on things that matter most to them. In addition to my work with Summit Trail, I am a current and active member of the San Francisco Estate Planning Council, a Board Advisor of the UC Davis Foundation, a Board Member of Trans Pacific Networks and on the Finance Board at Holy Names University Endowment. Prior to founding Summit Trail, I was a Director at Barclays Wealth in San Francisco, where my partner and I built and led the largest team on the West Coast.
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New York, NY, US
Summit Trail is a leading Networked Family Office – intentionally designed for those who have outgrown traditional wealth managers and desire the outcomes of a more dynamic, connected approach previously only found with individual family offices.
Trans Pacific Networks is jointly developing the first fiber optic direct connection between Arcata California and Singapore. Upon completion it will be the world longest submarine cable and directly connect two of the largest data center hubs in the world.
London, GB
Barclays was a great entrepreneurial Wall Street expereience and a big deviation from my previous role. I followed old colleagues who had left Goldman Sachs to join what was then Lehman Brothers and joined due to the Manager Research Team which was still to this day the only team that published its track record of manager performance to clients. It was the.
New York, New York, US
Joined Goldman Sachs in San Francisco after Stanford Business School and worked in the Private Wealth Group. This was post Summer Associate roles at both Goldman Sachs and Morgan Stanley Private Wealth. Goldman was time and time again said to be the best place to get trained and so that is what I did...and everyone was right! My first year was really an.
Hayward, California, US
My experience at Gallo was fantastic. I started as a sales rep in the Bay Area, was then promoted after 6 months to manage the San Francisco peninsula, and then a year later to manager the East Bay to Tahoe and up north to the Oregon border. Working with this amazing family allowed me to learn invaluable management experience as a young professional.
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Tom Palecek works for Summit Trail Advisors.
Tom Palecek is listed as Founding Partner of Summit Trail Advisors at Summit Trail Advisors.
Tom Palecek is based in Incline Village, Nevada, United States while working with Summit Trail Advisors.
Tom Palecek has worked for Summit Trail Advisors, Trans Pacific Networks, Barclays, Goldman Sachs, and Gallo Sales Co.
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Tom Palecek holds Mba, Business Administration And Management, General from Stanford University Graduate School Of Business.
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