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 family offices.  Our independent, employee-owned structure allows Summit Trail to truly put our clients’ interests first and act as a fiduciary on all aspects of their financial lives.  

Overseeing billions in client assets, we have the scale to drive pricing power for our clients and attract the industry’s top talent internally, yet we are still small enough in size to access truly boutique and differentiated solutions for our clients.  Additionally, we have a powerful network of clients, business partners, and colleagues collaborating to drive better ideas and solutions.  With a true partnership culture, we collaborate across teams, regions, fellow trusted advisors, and clients and create environments where clients can connect in unique ways with other like-minded, successful families.

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Summit Trail Advisors

Jack Petersen

Nick Podolak

Nell Kiela

Karen Zapanta

John Lynch

Christina L. Sierra Jd, Ll.m

Michael Feinfeld Esq.

Aaron Gurwitz

Bobby Desherow

Brendan Wright

Cindy Pagés

Emily Trang

Katherine Harrington

Stacie Vance

Zach Mcmillan

Brittany Brown

Liya Corona

Melissa Cabrera

Inna Halperin

Jonathan Powell

Jeremy Taubes

Brandon Woods

Trish Patel

Dominick Trapasso

Jonathan Nickow

Caitlin Hagan

David Romhilt

Sarah Silverio

Justin Waterman

Lauren Cosulich

Jerome D. Lucas

Daniela Pedley

Tom Palecek

Michelle Rudd

Joshua Ulin

Jonathan Wilson

Adam Betancourt

Haim Malka

Christina Gherardi

Catherine Cowie

Matthew Coleman

Jeremy Nagler

Haim M.

Brian Taupier

Brady Barnes

Peter Lee

Michael Cohen

Megan Vacca

Kevin C. Curtis

Jonathan Williams

John Scarborough

Isabelle Kane

Duff Saxe

Danie McHugh

Alex Shapses

Seth Katz

Michael Sparico

Jon Rothschild

Christopher Hopkins Caia

Evan Most

Jonathan E. Lewis

The Client Services and Relationship Management team at Summit Trail Advisors is dedicated to delivering personalized and fiduciary support to our clients, ensuring that their unique financial needs are met with utmost care and expertise. This team coordinates within a network of trusted advisors and industry specialists to provide tailored strategies and solutions, facilitating meaningful connections among successful families. By fostering strong, long-term relationships, they help clients navigate their financial journeys and maximize the value of their wealth.

Client Services and Relationship Management

Leadership Team

Investment Analysis and Operations

Client Services and Relationship Management

About

Team members

Other teams at Summit Trail Advisors

Leadership Team

Investment Analysis and Operations