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Chief Executive Officer
Responsible for firm strategy, capital stewardship, and the standards that govern how Prime Summa invests and communicates.
Leadership
The team responsible for how we invest.
Continuity has been central to Prime Summa since 1955. Our leadership team is accountable for the standards, the process, and the culture behind every decision.
Leadership approach
Small groups. Written reasoning. Clear ownership.
Prime Summa is led by a team responsible not only for investment outcomes but for the environment in which decisions are made. We keep decision groups small, require written rationale, and treat disagreement as useful information rather than an obstacle.
Founded in 1955 by Dewitt Knapp, the firm has always favored continuity over reinvention. Leadership transitions are planned well in advance so that institutional judgment — what we have learned about assets, cycles, and counterparties — carries forward.
Responsibilities
What leadership owns
- Investment standards. Setting and defending the thresholds every commitment must clear.
- Risk governance. Ensuring exposure is understood, sized, and monitored.
- Compliance culture. Making the control environment real rather than procedural.
- Investor communication. Reporting that is accurate, timely, and readable.
- Talent and succession. Developing the people who will run the firm next.
The team
Leadership team.
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Chief Investment Officer
Leads the investment program across all tangible asset classes, including underwriting standards and portfolio construction.
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Chief Operating Officer
Oversees firm operations, asset management systems, reporting infrastructure, and vendor governance.
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Chief Financial Officer
Leads financial reporting, treasury, valuation oversight, audit coordination, and internal controls.
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Chief Compliance Officer
Maintains the compliance program, including the code of ethics, AML/KYC procedures, and regulatory reporting.
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Chief Risk Officer
Independent oversight of investment, operational, counterparty, and liquidity risk across the portfolio.
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Head of Real Assets
Directs research and asset management across commercial real estate, industrial assets, and infrastructure.
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Head of Private Credit
Leads secured lending origination, credit underwriting, documentation standards, and portfolio monitoring.
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Head of Investor Relations
Primary point of contact for investor reporting, communications, and ongoing service.
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