Leadership Team

The Leadership Team at Summit Trail Advisors is responsible for setting the strategic direction of the firm and ensuring that the company's vision of an elevated, client-first wealth management approach is realized. This team comprises seasoned professionals, including fiduciary counsel, investment strategists, and relationship managers, who collaborate to drive innovative solutions and foster a partnership culture among clients and advisors. Through their collective expertise, they oversee operations, enhance client services, and cultivate strong connections within the firm’s extensive network, ultimately delivering tailored financial outcomes for high-net-worth families.