Jack Petersen

Jack Petersen is a seasoned financial professional with extensive experience in wealth management. As Co-Founder and Managing Partner of Summit Trail Advisors since 2015, Petersen has contributed to the development of a leading Networked Family Office aimed at clients seeking innovative and connected financial solutions. Prior roles include Managing Director and Head of Barclays Wealth in the Americas from 2008 to 2015, Global Head of Wealth Management at Lehman Brothers from 2003 to 2008, and Managing Director in Private Wealth Management at Morgan Stanley from 1993 to 2003. Petersen holds an MBA in General Management from The Tuck School of Business at Dartmouth and a Bachelor of Science in Finance from the University of Minnesota.