Summit's Consultants have extensive experience across investment specialties and bring a wealth of knowledge and perspective to every relationship. The Consultant is the primary contact for clients and leads a firm-wide team of experts who collectively seek the best investment ideas specifically tailored to meet the needs of their clients. To maintain a productive client/consultant relationship, each Summit Consultant serves a maximum of 10 clients.
Traditional Consulting Team
Stephen P. Holmes, CFA
Investment Experience: 28 years
Firm Tenure: 28 years
Steve was a founder of Summit Strategies Group in 1995 and has served as its President since 1996. He began his consulting career in 1987 and was a founding member of Asset Consulting Group in 1990. Steve is a graduate of Georgetown University’s Graduate School of Business and Creighton University. He earned his CFA charter in 1991 and became the youngest President ever of the St. Louis Society of Financial Analysts in 1993. He has served on the Board of the Richmond Heights Police & Firemen’s Pension Fund for more than 20 years. When not working, Steve loves to duck hunt with his buddies, fly fish in Montana with anybody, and hang out at his farm in St. James, Missouri with his wife, Betsy, and their four children.
Thomas P. Pollihan, CFA
Investment Experience: 27 years
Firm Tenure: 18 years
Tom is a Managing Director and significant firm shareholder, and serves as lead consultant to several of Summit’s largest premier clients; specializing in consulting to corporate plans and hospital assets. Prior to joining Summit, Tom spent nine years at Ralston Purina Company, where his last position was Director of Financial Services, overseeing the investment of the US and Canadian defined benefit plans and the US LTD plan. In addition, he managed the fixed income portfolio within Ralston’s US defined benefit plan. Tom graduated summa cum laude from Southeast Missouri State University with a BS in Business Administration and received his MS in Finance from Purdue University. Tom is a CFA charter holder and member of the CFA Society of St. Louis. For 20 years, Tom has served on the Finance Committee of Family Resource Center, a non-profit agency that treats abused children. When not working or taking his two boys to their hockey games, Tom enjoys trout fishing with his family, traveling, reading, and collecting antiquities.
Daniel J. Holmes, JD
Investment Experience: 25 years
Firm Tenure: 25 years
Dan is a Managing Director of Summit Strategies Group, a founding member of the firm, and a firm shareholder. Dan has over 20 years of experience working with multiple client types including: endowments/foundations; health care systems; and corporate, public, and Taft-Hartley pension funds. Serving in the capacity of Senior Consultant, Dan is responsible for all aspects of consulting service delivery including: asset allocation and modeling, investment policy development, investment program implementation, manager and custody searches, and performance monitoring. Prior to joining Summit, Dan served as legal counsel for Landmark Bancshares, serving its broker-dealer and forming its trust company, and Assistant Prosecuting Attorney in the St. Louis County Prosecuting Attorney’s office. Dan received his BBA-Finance from the University of Notre Dame and his Juris Doctor from Creighton University School of Law. Dan is a member of the National Association of Public Pension Attorneys and the Missouri Bar Association. He currently serves on the Board of Directors as Treasurer of Catholic Charities, Archdiocese of St. Louis.
Eric J. Ralph, CFA
Investment Experience: 24 years
Firm Tenure: 16 years
Eric is a Managing Director, shareholder, and a consultant to several of Summit’s pension, foundation, and healthcare clients. He contributes to Summit’s Investment Committee for alternative investments including private equity, hedge funds, and real assets. Prior to joining Summit, Eric worked for Sabre, Inc., performing financial modeling and real option valuation; Consolidated Rail Corporation, managing product and regional markets; and Bunge Corporation, performing risk management through futures and commodities markets. Eric graduated from Boston University, cum laude, with distinction in international relations; completed his MBA in finance and strategy at Washington University’s John M. Olin School of Business; and is a CFA charterholder. He is a member of the CFA Society of St. Louis, the Olin Alumni Association Board, and the Investment Committee of Community School. Eric and his wife, Julie, enjoy spending weekends at the sporting events of their two sons, Walter and Philip.
Timothy S. Sant, CFA
Senior Vice President
Investment Experience: 25 years
Firm Tenure: 15 years
Tim is a Senior Vice President, shareholder, and consultant to clients representing endowments and foundations, corporate and public pension funds, and hospitals. Tim brings a broad range of plan sponsor, consulting, and trust/custody experience to Summit. Prior to joining the firm, Tim was Manager of Pension Investment at Anheuser-Busch Companies, where he oversaw the investment of DB and DC assets. Tim also gained consulting experience while at Hammond Associates Institutional Fund Consultants and also worked at Boatmen’s Trust Company. Tim received his BA in Economics from Duke University and an MBA in Finance from Washington University’s John M. Olin School of Business. He is a CFA charterholder and a member of the CFA Society of St. Louis. Tim is Treasurer and Chair of the Investment Committee of City Academy. Tim enjoys spending time with his family and rooting for the St. Louis Blues.
Phineas W. Troy, CFA
Investment Experience: 7 years
Firm Tenure: 3 years
Phinney joined Summit’s consulting team in 2012, and currently serves as a consultant to pension and insurance clients. Prior to joining the firm, Phinney worked for UBS Financial Services, where he was responsible for investment planning, asset allocation modeling, manager research, and client reviews for both high net worth and institutional clients. Phinney graduated cum laude with a BA in Finance and Banking from the University of Missouri. He also received his MBA from the same university. He is a CFA charterholder and member of the CFA Society of St. Louis. While at Mizzou, Phinney played for the university’s football team and continues to closely follow their progress. Also away from work, Phinney enjoys watching the St. Louis Cardinals, playing basketball, and spending time with family and friends.
Trevor A. Jackson, Jr.
Investment Experience: 16 years
Firm Tenure: 1 year
Trevor joined Summit in 2015 as a senior consultant and is involved in the development, daily management, and administration of pension, endowment/foundation, and healthcare clients. Trevor draws from his broad investment experience working in consulting, asset management, and market research. Prior to joining the firm, Trevor spent 7 years at Wilshire Associates, Inc. in Santa Monica, CA where he served as a senior client manager helping institutional and intermediary clients develop asset allocation, investment policy, and manager selection/oversight guidelines while providing market perspective and educating clients on the investment offerings for the division. His previous roles include Manager of Investment Advisory Services at Harris myCFO, Inc. working with family office and foundation clients, and Senior Investment Analyst at former investment consulting firm, Capital Resource Advisors (originally SEI Asset Consulting), working with a number of public pension, corporate, and Taft-Hartley plan sponsors. Trevor holds a bachelor’s degree from UC Berkeley and has been an active participant with a number of non-profit organizations. Trevor enjoys spending time with his wife and three children, which includes numerous weekends on lacrosse fields and hiking trails.
Julie M. Brannam, CAIA
Investment Experience: 10 years
Firm Tenure: 9 years
Julie joined the firm in 2006, and currently serves as a Consulting Associate. She is responsible for assisting the firm’s consultants in all areas of client service. Previously, Julie was an analyst within Summit’s hedge fund group, where she was focused on manager/fund due diligence, data management. and client relations. Prior to joining the firm in 2006, Julie worked for Commerce Bank as a Financial Analyst in the Commercial Lending Department. Julie received her BS in Finance from the University of Missouri – St. Louis and her MBA from Lindenwood University. She is a CAIA charterholder. When not working, Julie enjoys playing volleyball, running, and spending time with her family.
Samuel O. Swofford III
Investment Experience: 10 years
Firm Tenure: 5 years
Sam came to Summit Strategies in 2010 and joined the Consulting Associate ranks in 2014. His current role calls for him to support the consultants across all areas as they service their clients’ needs. He has served as an analyst for the Modeling department and a senior analyst for the Asset Allocation and Risk department, where he helped develop the framework for Summit’s risk analysis and reporting capabilities. After graduating with a BS and MS degree in Mechanical Engineering from Washington University in 2004, Sam spent six years working as a Design Engineer for Boeing Defense Space & Security. During that time he earned his MBA from Saint Louis University and an MS Finance from Washington University. At Summit, Sam has helped develop portfolio modeling and analysis tools. In his personal time, Sam enjoys Crossfit, football, and spending time with his wife, Kara, and two children, Stella and Scott.
Matthew J. Jelinek
Investment Experience: 3 years
Firm Tenure: 3 years
Matt joined Summit in 2012 as an Analyst in the Manager Research group, where he assisted in all areas of traditional investment manager research, including updating and reviewing approved manager lists and product performance and supporting due diligence efforts across the traditional asset classes. In 2014, Matt transferred to the firm’s Consulting group, where he is a Consulting Associate providing significant client service support to several of the firm’s senior consultants. Matt graduated magna cum laude from the University of Missouri, receiving a BS in Mathematics with Emphasis in Actuarial Science and Mathematical Finance, and is currently a Level III CFA candidate. In his free time, Matt loves to play golf and basketball and enjoys watching football and college basketball.
Michael C. Lauer
Investment Experience: 1 year
Firm Tenure: 1 year
Michael joined Summit in 2014 as a healthcare modeling intern, focused on the development of a model that views investment risk in a holistic system-wide context. After the internship, he joined the consulting associate team while he finished graduate school. His responsibilities focus around supporting consultants with various types of client projects and aiding in the development of quarterly reports. Michael received his BA in Economics from Loyola University Chicago in 2013 with honors, and went directly to graduate school to receive a Master in Business Administration and a Master in Health Administration at Saint Louis University in an accelerated dual-degree program. In his free time, he enjoys following the St. Louis Blues, playing tennis with friends and traveling.
CarolAnn G. Giovando
Firm Tenure: 1 year
CarolAnn serves as Summit Strategies Group’s Proposal Specialist, responsible for executing the proposal process lifecycle, from initial receipt of proposal requests through delivery of responses tailored to the unique needs of each potential client. Prior to joining Summit, she directed the efforts of the Sales Support and Proposal Operations department for a St. Louis-based supplier of smart infrastructure solutions to utility companies. CarolAnn graduated from the University of Missouri-Rolla with a BS in Mechanical Engineering and received MA in Marketing from Webster University. She plans to receive her MA in Management in the fall of 2016. During her personal time, CarolAnn enjoys planning her next trip to the beach and spending time on the water at the Lake of the Ozarks with her husband, adult children, and grandson. She can also be seen around St. Louis at many Stray Rescue events and serving as a foster parent – giving a second chance to many well-deserving dogs.