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
Haim M.
Vice President
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
Daniela Pedley
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
Jonathan Powell
Principal & Relationship Manager
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