Adam Betancourt - Email & Phone Number

Vice President, Portfolio Manager at Summit Trail Advisors

Adam Betancourt is based out of New York City Metropolitan Area and works at Summit Trail Advisors as Vice President, Portfolio Manager.

Adam Betancourt's Contact Information

Adam Betancourt's Work email

a*****@summit***.com

Valid

Latest update

October 16, 2025

Location

New York City Metropolitan Area

Adam's current employer

Summit Trail Advisors

Description

Summit Trail is the leading Networked Family Office, delivering an elevated approach to managing wealth that charts the course for extrao...

Website

summittrail.com

HQ Location

New York, NY, United States

Number of employees

51-200

Industry

Financial Services

Latest update

April 30, 2024

Read about Summit Trail Advisors

Frequent questions about Adam Betancourt

What company is Adam Betancourt working for?

Adam Betancourt works for Summit Trail Advisors.

What is Adam Betancourt's function at Summit Trail Advisors?

Adam Betancourt is Vice President, Portfolio Manager at Summit Trail Advisors.

Where is Adam Betancourt based?

Adam Betancourt is based out of New York City Metropolitan Area.

What is Adam Betancourt's work email address?

Adam Betancourt's professional email address is a*****@summit***.com

Who are Adam Betancourt's co-workers?

Adam Betancourt's colleagues are Jack Petersen, Brady Barnes, Jonathan Powell, Nhung Amerca, Michael Sparico, Christopher Hopkins, Christina Sierra, Jon Rothschild, Jonathan Nickow, Brian Taupier, Jeremy Nagler, Benjamin Johnson, Okey Onyebuchi, Christina Gherardi, Matthew Coleman, Seth Katz, Michelle Zeng, Justin Waterman, Sarah Silverio, Tom Harms, Duff Saxe, Jerry Lucas, Ashlee Alsbrooks-Spagnardi, Brendan Wright, Daniela Pedley, Michael Cohen, Peter Gambee, Alex Shapses, Brandon Woods, John P. McGuinness, Liya Corona, Michelle Rudd.

Adam's co-workers

Jack Petersen

Co-Founder, Managing Partner

Vice President | Family Office

Christopher Hopkins

Vice President, Investments

Christina Sierra

Vice President, Fiduciary Counsel

Jon Rothschild

VP Family Office

Jonathan Nickow

Vice President & Investment Committee Member

Partner, Head of Portfolio Construction

Principal, Head of Benefit Solutions

Seth Katz

Partner, Head of Investments

Michelle Zeng

Head of Marketable Investments and Operational Due Diligence

Partner, Chief Operating Officer

Ashlee Alsbrooks-Spagnardi

Executive Assistant

Brendan Wright

Analyst, Financial Planning

General Counsel and Chief Compliance Officer

Liya Corona

Financial Controller

Michelle Rudd

Partner and Family Wealth Advisor

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