Dimitre Ivanov
Principal
Dimitre Ivanov heads up business management and client reporting for the Key Client Group at Summit Trail Advisors and is based in Chicago. The Key Client Group is a national team of Advisors with offices in New York, California, the Rocky Mountain Region and the Pacific Northwest. Dimitre works alongside the Advisors on the team on all client acquisition opportunities and partners internally to deliver the full resources of the firm to the team’s client relationships. Prior to joining Summit Trail Advisors in early 2024, Dimitre spent 18 years at UBS and then 4 years at BNP Paribas in various Wealth Management and Investment Banking roles, all with the specific focus on building out the two global banks’ strategic US footprint and strong presence in the US Ultra High Net Worth client segment.
Education:
Dimitre holds a Master of Business Administration degree from Cornell University and a Bachelor of Arts degree from the American University in Bulgaria.