Summit Trail Advisors Leadership

Business transformation executive focused on driving business strategy and operational excellence. Deep knowledge of the financial services sector competitive environment and business drivers. Track record of implementing existing and new disruptive technologies at small and large organizations. Non-Profit Board Member.

Arlenee Lopez Ferguson is a Chief Information Security Officer / Compliance Administration Manager at Summit Trail Advisors and is based in New York City, New York. She has worked as Executive Assistant at Deloitte, Legal Assistant - Closing Department Manager at First Residential Mortgage, and Interim Chief of Staff to COO / Executive Assistant at Barclays plc. Arlenee attended John Jay College and Memorial High School.

Haim Malka is a Chief Operating Officer, Planning at Summit Trail Advisors and is based in New, York. He has worked as Client Administration Associate at AQR Capital Management, Chief Operating Officer at Heritage Strategies LLC, and Senior Investor Services Analyst at Jennison Associates. Haim attended University at Albany between 2004 and 2005, University of New Haven between 2001 and 2004, and Fordham University - Graduate School of Business Administration between 2013 and 2015.

Tom Harms is a Manager:Ops at Morgan Stanley and Partner, Chief Operating Officer at Summit Trail Advisors and is based in 140 East 45th Street, New York City, New York. He has worked as Sole Proprietor at Owner, TKHarms & Co. Consulting and Senior Vice President at Fidelity Investments. Tom attended Seton Hall University between 1981 and 1985 and Virginia Military Institute between 1976 and 1979.