Summit Trail Advisors jobs and careers
New York, NY, United States
About Summit Trail Advisors
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. Privacy Policy: http://summittrail.com/privacy-policy/
- Employees
- 125
- Headquarters
- New York
Leadership
The top of Summit Trail Advisors's org chart, with how many people report into each leader.
Jack Petersen
Co-Founder, Managing Partner
81 reports
David Romhilt
Partner & Chief Investment Officer
20 reports
Jonathan Wilson
VP & Relationship Manager
19 reports
Brandon Woods
Principal
5 reports
Alan Raboy
Chief Financial Officer
4 reports
Lauren Cosulich
Partner and Advisor
1 report
Michael Feinfeld Esq.
Vice President, Fiduciary Counsel
1 report
Shima Salehi
Partner | Advisor
Peter Gambee
Partner
Jobs at Summit Trail Advisors
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