Tom Palecek Overview

  • Investor Type
  • Angel
  • Investments
  • 1
  • Portfolio
  • 1

Tom Palecek General Information

Description

Mr. Tom Palecek serves as Founding Partner and Advisor at Summit Trail Advisors. He is an Angel Investor. Tom works 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. He was instrumental in bringing together the founding members of Summit Trail and making the case that their vision of an independent firm was a practical reality. Prior to founding Summit Trail Advisors, Tom was a Director at Barclays Wealth in San Francisco, where he and his partner built and led the largest team on the West Coast. While at Barclays, Tom was nominated by his peers across the United States to Co-Head the Barclays Investment Advisory Council, which worked across the organization and alongside Senior Management on business strategy across the U.S.

Contact Information

Primary Investor Type
Angel (individual)

Tom Palecek Investments (1)

Company Name Deal Date Deal Type Deal Size Industry Company Stage Lead Partner
00000000 29-Mar-2016 0000 00000 00000 Application Software Generating Revenue
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Tom Palecek Investments by Industry, Year, and Region

Investments by Industry

Investments by Year

Investments by Region

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Tom Palecek Team (1)

Name Title Deals Funds Boards Office
Tom Palecek Angel Investor San Francisco, CA
To view Tom Palecek’s complete team members history, request access »