Summit Trail Advisors

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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
Head of Marketing
Jonathan Wilson
VP & Relationship Manager
Brady Barnes
Vice President
Brian Taupier
Principal
Michelle Rudd
Partner and Family Wealth Advisor
Tom Palecek
Partner & Advisor
Jerome D. Lucas
Partner & Advisor
Lauren Cosulich
Partner and Advisor
David Romhilt
Partner & Chief Investment Officer
Trish Patel
Principal & Chief Human Capital Officer
Brandon Woods
Principal
Inna Halperin
Principal
Brittany Brown
Vice President, Technology
Aaron Gurwitz
Senior Advisor
Alan Raboy
Chief Financial Officer
Michael Feinfeld Esq.
Vice President, Fiduciary Counsel
Duff Saxe
Partner
Shima Salehi
Partner | Advisor
Trey Whipple
Partner - Advisor