Danie McHugh

Danie McHugh is a seasoned financial professional with extensive experience in wealth management and investment representation. As a Partner at Summit Trail Advisors since July 2015, Danie contributes to a dynamic family office approach tailored for affluent clients. Prior roles include Vice President at Barclays, where focus was on ultra-affluent clients, and Associate positions at Lehman Brothers and Morgan Stanley Investment Management, handling substantial assets and enhancing client relations. Educational qualifications include an MBA from NYU Stern School of Business and a BA in Communications from Fairfield University. Additionally, Danie has served as an investor in organizations such as First Women's Bank and MM.LaFleur.

Links


Org chart

Sign up to view 0 direct reports

Get started


Teams

This person is not in any teams