About 3Summit Investment Management​

Daniel Irvine

Principal

Dan is a portfolio manager, investment strategy expert and veteran financial software developer. He is a problem solver, an entrepreneur and passionate about helping clients gain an investing edge.  Dan has more than fifteen years experience as an investment professional, most of those years working for or consulting institutional investors.  He is an active writer and thought leader in the investment management industry including publishing several articles and hosting a podcast called Investing Insights for the Modern Investor. 

Dan is actively involved in several non-profits that directly impact and improve the lives of children.  He sits on the Board of Trustees of PHILLIPS Programs for Children and Families.

Dan graduated from the University of Colorado with a degree in Economics. He resides in the Washington D.C. area and enjoys whitewater kayaking and spending time outside with his wife and their two boys.

Garrett Phillips

Managing Partner

Garrett’s 18 years in the industry has been comprehensive, with experience ranging from executive front to back office management, principal roles in mergers and acquisitions, credit and equity product structuring, portfolio management and public and private investments across all asset classes.

Garrett studied accounting and economics at the University of Colorado, holds FINRA Series 7, Series 24 and Series 66 securities licenses and has worked in the investment management business since 2000.

Garrett is a Denver native and loves Denver sports, snowboarding, biking, hiking, camping and everything else about Colorado.  He’s active in his community as a trustee of the Denver Elks lodge, a member of the board of the Wheat Ridge Avalanche Soccer Club and various activities at his two daughters’ high school and middle school.

 

Alex Belkin

Director

Alex is involved in portfolio construction and market analysis. He started off as an equity research analyst in New York and has 23 years of experience designing and managing global multi-asset portfolios for a diverse group of investors, including hedge funds, family offices, pension funds and individuals. He believes that an investment strategy will only help clients reach their financial goals if it relies on a process that gives them enough comfort to stick with it in testing times.

Alex enjoys studying the evolution of ideas on what drives the market and gives it the power to generate wealth and wreak havoc. He likes explaining financial concepts in simpler terms and volunteers at Junior Achievement Finance Park in Fairfax, Virginia.

Alex was born in Moscow and came to the United States as an exchange student in 1989. He studied languages and economics at Moscow Linguistic University and Connecticut College. He earned his MBA in Finance from The University of Connecticut.  Alex lives in the Washington DC area with his wife and a daughter and enjoys music, skiing, biking, hiking and travelling the world with his family.

Close Menu