Summit Trail Advisors


We believe significant wealth requires an elevated approach. Summit Trail Advisors is a Networked Family Office – intentionally designed for those who have outgrown traditional wealth managers and desire the outcomes of a more dynamic, connected approach previously only found with individual famil... Read more

Employees

51-200

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Jack Petersen
Co-Founder, Managing Partner
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Christina Gherardi
VP & Head, Marketing
Catherine Cowie
Vice President, Relationship Manager
Jonathan Wilson
VP & Relationship Manager
Jeremy Nagler
Vice President
Brady Barnes
Vice President
Brian Taupier
Vice President
Matthew Coleman
Principal, Head Of Benefit Solutions
Michelle Rudd
Partner & Advisor
Tom Palecek
Partner & Advisor
Jerome D. Lucas
Partner & Advisor
Lauren Cosulich
Partner & Advisor
Sarah Silverio
Partner & Advisor
David Romhilt
Partner & Chief Investment Officer
Dominick Trapasso
Principal & Advisor
Trish Patel
Principal & Chief Human Capital Officer
Brandon Woods
Principal & Head, Operations
Inna Halperin
Principal & Relationship Manager
Brittany Brown
Vice President, Technology
Aaron Gurwitz
Senior Advisor
Christina L. Sierra Jd, Ll.m
Vice President, Fiduciary Counsel
Alan Raboy
Chief Financial Officer
Michael Feinfeld Esq.
Vice President, Fiduciary Counsel