Profile Previews

Get a glimpse into our company and investor data—powered by the PitchBook Platform

Tom Palecek

OTHER INVESTOR TYPE
1 INVESTMENTS
1 PORTFOLIO
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.

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
To view this investor’s complete investment and acquisition history, request access »
Request full access to PitchBook

You’re viewing a free company profile from the PitchBook Platform. To explore Tom Palecek’s full profile, request a free trial.

Tom Palecek Team (1)

Name Title Deals Funds Boards Office Contact
Info
Tom Palecek Angel Investor San Francisco, CA

Tom Palecek Co-Investors (1)

Name With Exits Lead Partner
Alan Kane 0 0
To view this investor’s complete co-investor history, request access »