THE FOUNDATION BEHIND THE FRAMEWORK
The Investment Engine at Our Core.
Institutional expertise that defines our Family Office advantage.
Our investment philosophy is grounded in long-term thinking, risk awareness, and thoughtful diversification. Every portfolio is constructed through a coordinated process that integrates strategic asset allocation, manager selection, and ongoing oversight—ensuring that each component contributes meaningfully to the whole.
CAPITAL THROUGH CONTEXT
A Wide-Angle Blueprint for Complex Capital.
At Summit Global, investment management is not an outsourced function, it is the foundation of our Family Office platform. Our clients benefit from a fully integrated, institutional-grade investment capability, led by an experienced in-house portfolio management team responsible for overseeing strategies across both public and private markets.
This structure enables a more cohesive and disciplined approach to portfolio construction. Rather than relying solely on third-party managers, we combine internal expertise with selective external partnerships—allowing for greater insight, alignment, and control across every layer of the portfolio. The result is a more responsive, research-driven framework designed to navigate complexity and deliver outcomes across market cycles.
MULTI-ASSET EXPERTISE
Capabilities Across the Investment Spectrum.
Our team provides comprehensive oversight across a broad range of investment strategies, including:
- Strategic asset allocation and portfolio construction
- Public equity and fixed income management
- Private capital, including private equity, private credit, venture, and real assets
- Manager sourcing, due diligence, and selection
- Opportunistic and thematic investment strategies
- Risk management and portfolio monitoring
- Liquidity planning and capital deployment
- Integration of tax-aware investment strategies
This breadth allows us to build portfolios that are not only diversified, but intentionally structured to align with each family’s objectives, time horizon, and tolerance for risk.
Our Investment Team.
Our investment team brings decades of institutional experience across virtually every major discipline of investment management, combining deep market perspective, specialized expertise, and a disciplined approach shaped through multiple market cycles.
Aash Shah
Head of Investments
30+ Years Experience
BSE, University of Pittsburgh
MBA, Carnegie Mellon University
Steve Farrell
Head of Family Office, Director of Fixed-Income & Private Capital
BA, Brigham Young University
MBA, Harvard Business School
30+ Years Experience
Robin Kaukonen
Sr. Portfolio & Trading Manager
MBA, Carnegie Mellon University
30+ Years Experience
Tony Hozian
Sr. Derivatives Manager
30+ Years Experience
BA, Yale University
MA, DePaul University
JD, Loyola University
Richard Thawley II
Portfolio Manager
BS, Brigham Young University
16+ Years Experience
Parineeta Gengaje
Sr. Investment Manager
6+ Years Experience
BE, Cummins College
of Engineering, India
MS, University of San Francisco
Jon Burckett-St. Laurant
Sr. Portfolio Manager
20+ Years Experience
BA, Harvard University
Kevin Zhu
Sr. Quantitative Analyst
16+ Years Experience
MS, Massachusetts Institute of Technology (MIT)
Recognized Industry Experts.
Our reputation has been shaped through consistent industry recognition that reflects the depth of our investment expertise, disciplined stewardship, and enduring commitment to helping clients navigate complex markets with confidence.
