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Summit Trail Advisors

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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

Headquarters

New York, United States

Employees

51-200

Links

Org chart

Jack Petersen
Co-Founder, Managing Partner

Jack Petersen

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Jonathan E. Lewis
Principal, Head Of Sustainable Investing And Chief Portfolio Strategist
Evan Most
Vice President, Head Of Client Reporting & Analysis
Christopher Hopkins Caia
Vice President, Investments
Jon Rothschild
VP Family Office
Michael Sparico
Vice President | Family Office
Christina Gherardi
VP & Head, Marketing
Haim Malka
VP, Planning Team
Catherine Cowie
Vice President, Relationship Manager
Adam Betancourt
VP & Portfolio Manager
Jonathan Wilson
VP & Relationship Manager
HM
Haim M.
Vice President
Jeremy Nagler
Vice President
Brady Barnes
Vice President
BT
Brian Taupier
Vice President
Seth Katz
Partner, Head Of Investments
Alex Shapses
Partner
Danie McHugh
Partner
Duff Saxe
Partner
IK
Isabelle Kane
Senior Associate
JS
John Scarborough
Founding Partner
Jonathan Williams
Partner
Kevin C. Curtis
Partner
Megan Vacca
Partner
Michael Cohen
Partner
Peter Lee
Founding Partner
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
Justin Waterman
Partner & Advisor
Sarah Silverio
Partner & Advisor
David Romhilt
Partner & Chief Investment Officer
Caitlin Hagan
Partner & Relationship Manager
Jonathan Nickow
Principal
Dominick Trapasso
Principal & Advisor
Trish Patel
Principal & Chief Human Capital Officer
Brandon Woods
Principal & Head, Operations
Jeremy Taubes
Principal & Planning Advisor
Jonathan Powell
Principal & Relationship Manager
Inna Halperin
Principal & Relationship Manager
Melissa Cabrera
Senior Associate & Client Service
Liya Corona
Senior Associate & Financial Controller
Brittany Brown
Vice President, Technology
Zach Mcmillan
Senior Associate & Relationship Manager
Stacie Vance
Senior Associate & Relationship Manager
Katherine Harrington
Senior Associate & Relationship Manager
Emily Trang
Senior Associate & Relationship Manager
Cindy Pagés
Associate & Relationship Manager
Aaron Gurwitz
Senior Advisor
CL
Christina L. Sierra Jd, Ll.m
Vice President, Fiduciary Counsel
John Lynch
Vice President, Fiduciary Counsel
ME
Michael Feinfeld Esq.
Vice President, Fiduciary Counsel
Nick Podolak
Senior Associate

Teams

+23

Leadership Team

26 members

AM
+17

Client Services and Relationship Management

20 members

+11

Investment Analysis and Operations

14 members

Offices

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