News
15Sep
Barron's Advisor
Our 8th annual ranking of independent advisory companies is based on assets managed by the firms, technology spending, staff diversity, succession planning and other metrics.
08Sep
Citywire RIA
Jon Nickow and Peter Lee of Summit Trail Advisors discuss the unique financial challenges and opportunities faced by professional athletes in this new feature series.
19May
Citywire RIA
Four advisors at top firms around the country share how they build a workplace culture where it's okay to not be okay.
16Feb
Barron's Advisor
Splitting assets in a divorce isn’t usually easy, but it’s often even harder when at least one spouse is a corporate executive.
18Jan
Business Wire
Summit Trail Advisors announced the addition of Jonathan Lewis to the Investment Team as Head of Sustainable Investing and Chief Portfolio Strategist.
24Nov
The Wall Street Journal
It may not seem like much of a problem to come into a lot of money. But it requires a plan to make sure it lasts—and makes you happy.
09Nov
Barron's Advisor
When it comes to negotiating, women tend to sell themselves short. That’s where some female financial advisors have taken the lead, helping professional women develop confidence and negotiation skills that are often lacking. They’re also helping female professionals evaluate risks that can significantly impact their personal and business lives.
22Sep
Barron's
Barron's 7th annual ranking of independent advisory companies is based on assets managed by the firms, technology spending, staff diversity, succession planning and other metrics.
29Aug
Financial Advisor IQ
“Too much planning is done in a vacuum,” according to Summit Trail Advisors’ Jack Petersen.
23Aug
Financial Advisor IQ
FA-IQ reached out to advisors to ask: Has the feverish pace of RIA M&A activity made you consider either acquiring another firm or selling your own?
16Aug
Barron's Advisor
Conversations around soybeans, corn, and cattle don’t typically come up in the day-to-day lives of most financial advisors. But they are run-of-the-mill for advisors who work with farmers.
11Aug
Financial Advisor IQ
Advisors share the common wealth transfer mistakes families make.
02Aug
Financial Advisor IQ
"‘I don’t think we will go back completely to our pre-Covid behaviors,” according to Summit Trail Advisors’ Jack Petersen.
12May
Business Wire
Summit Trail Advisors announced today that Brady Barnes joined the firm as Vice President, Relationship Manager. Mr. Barnes will be based in the Harrisburg, Pennsylvania office.
16Mar
Financial Advisor IQ
If one can relate to the stories a mentor shares, that will result in a more meaningful mentor-mentee relationship, says one advisor.
11Mar
Barron's
Here are America's best financial advisors, organized by state.
07Mar
Financial Advisor IQ
“Speak up and be your own advocate. If you don’t, no one else will,” according to Summit Trail Advisors’ Danie McHugh.
16Dec
Financial Advisor IQ
Rather than wait for talent and clients to come to them, registered investment advisor firms are opening new offices where they are.
15Dec
Financial Advisor IQ
FA-IQ reached out to advisors to ask: What advice do you have for young people interested in entering the wealth management industry?
15Dec
Citywire RIA
We all know that the independent advice industry is growing like gangbusters. But what does that look like in practice? Across the US, what do the fastest-growing RIAs look like? Here at Citywire RIA, we decided to find out.
02Nov
Insights Success
The soaring competition in the financial industry demands an innovative approach for consistent growth. Financial leaders are always thinking multiple steps ahead to spare no effort to offer services for their clients.
06Oct
Financial Advisor IQ
FA-IQ reached out to Summit Trail's Lauren Cosulich to ask: What advice would you give to young women considering becoming advisors?
17Sep
Barron's
Summit Trail Advisors has been selected as one of Barron's 2021 Top 100 RIA Firms for the fourth year in a row.
26Aug
Citywire RIA
The Dynasty network RIA is starting to offer a wider suite of services.
24Aug
Barron's
Some advisors are helping business founders lay the foundation for an eventual IPO years before the capital raising process begins.
05Aug
Financial Advisor Magazine
With philanthropy on the rise, particularly in light of Covid-19, wealth advisors are increasingly called upon by their clients for guidance around charitable giving.
03Aug
Financial Advisor IQ
Youth is anything but a disadvantage in a profession dominated by people north of 50 years old, according to advisors in their 30s.
14Jul
Family Wealth Report
The new team works with clients with an average of about $150 million in net worth.
14Jul
Financial Advisor IQ
Summit Trail Advisors has added an 11-person financial planning team from estate planning multi-family office Heritage Strategies.
14Jul
Citywire
The $12bn RIA plans to introduce clients of Alex Shapses' team to its investment advisory business.
13Jul
Businesswire
Summit Trail to Provide a Full Suite of Family Office Services to the UHNW Market
13Jul
Barron's
Summit Trail Advisors has hired an 11-person financial planning team in an effort to strengthen the services it offers its ultrahigh-net-worth clients.
04Jun
Financial Advisor IQ
State tax concerns, amplified by uncertainty around President Joe Biden’s tax proposals, have led more California residents to think about moving out, says Tom Palecek, founding partner at Summit Trail Advisors.
21May
Barron's
In this Barron's piece, several advisors discuss how to help clients navigate the unique challenges that accompany gray divorce. Summit Trail Advisors' Lauren Cosulich and Daniela Pedley chime in with their advice and discuss the community they've created to support their divorced female clients.
23Mar
Barron's Advisor
Decisions might come more slowly, but consensus building creates a stronger company, says Jack Petersen of Summit Trail Advisors.
15Mar
Barron's
"America’s Top 1,200 Financial Advisors” was originally published by Barron’s on March 13, 2020 and March 12, 2021, respectively. Barron's is a registered trademark of Dow Jones & Company, L.P. Neither Summit Trail Advisors, LLC (“STA”) nor any other participating advisors paid a fee to be eligible for the ranking. STA is not affiliated with Barron’s. STA believes that the surveys used in the preparation of the rankings were structured to make it equally easy for a participant to provide favorable and unfavorable responses, and were not designed or prepared to produce any predetermined result. A more complete description of the methodology and related disclosures are available here: https://www.summittrail.com/documents/FG/summittrail/public/610628_STA_Barrons_Top_1200_Disclosure.pdf
04Dec
Pennsylvania Business Report
Summit Trail Advisors, an investment-focused independent wealth management firm, will hold the ribbon-cutting ceremony for its Harrisburg office on Wednesday.
13Nov
Barron's
Jack Petersen has three roles at Summit Trail Advisors, and two of them are working out splendidly. As an advisor to the ultrahigh-net-worth set, Petersen is successfully helping his clients navigate 2020’s turbulence.
09Nov
Citywire USA
Top advisors explain what makes the athlete niche unique.
14Oct
Barrons
The wealth management industry had already been changing rapidly. But this year, the rate of change kicked into overdrive. The pandemic and its economic aftershocks have spurred consolidation. Small advisor teams that might have remained independent are being pushed to modernize or sell.
04Aug
Financial Times
Clients seek reassurance in volatile times, as advisory firms scale up to gain a competitive edge
04Aug
LinkedIn
Children's Miracle Network Hospitals® is an international non-profit organization that has affiliations with 170 children's hospitals. Children's Miracle Network at Penn State Children’s Hospital at Penn State Health Milton S. Hershey Medical Center serves the Harrisburg, Lancaster, Lebanon and York region.
16Apr
LinkedIn
Last month Summit Trail Advisors partner Lauren Cosulich shared her perspectives with Financial Planning Magazine on why having a partner is so valuable to financial advisors
19Feb
Wealth Management
What differentiates these firms from their peers?
15Jan
Morning Star
Convergence Investments, a Jackson, WY based private equity real estate firm, is pleased to announce that the 2nd Annual Jackson Hole Investor Summit will benefit the Grand Teton National Park Foundation.
12Dec
Forbes
RIA Channel is pleased to announce their 2019 RIA Channel Top 100 Wealth Managers Ranking.
30Sep
Citywire USA
Going public can be an intimidating step forward, so it is vital to plan carefully and choose the right individuals to help form the foundation
26Sep
The Wall Street Journal
Some lenders are quietly offering select borrowers the ability to lower their mortgage rate while keeping all other terms the same
06Sep
The New York Times
Andrew Luck’s announcement that he was retiring from the Indianapolis Colts shocked football fans for two big reasons: He was at the top of his game, despite being repeatedly injured, and he was walking away from some $58 million in the final two years of his contract.
30Aug
Financial Advisor Magazine
Summit Trail Advisors, a partner of Dynasty Financial Partners, is adding former Wilmington Trust advisors Jonathan D. Williams and Kevin C. Curtis to a new Harrisburg, Pa. office.
01Aug
CityWire
The $5.5 billion RIA is opening up its investment platform to other advisory businesses.
16Jul
Press Release
Firm Adds Advisor Michelle Rudd Who Previously Managed $500 Million in Client Assets Joins Summit Trail Advisors
31May
Financial Advisor IQ
Tech startups are set to have a big 2019. Unicorn companies like Slack, Airbnb, and Palantirare set to IPO this year. Hundreds of their employees are about to gain equity shares worth multiple millions and will need advice on how to invest their new wealth. Uber employees are already ripe for the picking, says Tom Palecek, partner of $7 billion RIA Summit Trail Advisors, which specializes on serving technology-focused entrepreneurial clients.
06May
Fund Intelligence
Fund firms need to understand an advisor's client base, says Peter Lee, founding partner of Summit Trail, whose firm uses asset managers to help vet private deals for athletes
01May
Citywire RIA Magazine
Cover Story: Lehman Brothers may have collapsed around his ears, but Jack Petersen has built Summit Trail to last.
22Apr
Wealthmanagement.com
From “Mad Men” to Warhol, these offices of RIAs in the Dynasty Financial network drew inspiration from a variety of places.
22Apr
PFI Advisors
In the fourth episode of our podcast, The COO Roundtable, Matt sat down with Tom Harms of Summit Trail Advisors and Stacey McKinnon of Morton Capital Management.
01Apr
Citywire
Jack Petersen, Summit Trail Advisors, Managing Partner
16Jan
Citywire
Peter Lee, Summit Trail Advisors, Founding partner
10Jan
New York Post
James Cantelupe, Summit Trail Advisors, Chicago
10Jan
Summit Trail
Summit Trail Advisors believes that developing deep relationships with clients is critical to the long-term success of a family’s wealth management.
10Jan
Wealth Management
The start of a new year is the perfect time to review your clients’ planning documents
22Oct
Financial Planning
Peter Lee, Summit Trail Advisors, Chicago
16Oct
Advisor Perspectives
Constantly evolving threats endanger institutions and individuals alike.
14Sep
Barron’s
With mergers reshaping the industry, Barron’s ranks the leading firms and individuals
28Jun
Financial Times
FT 300 — the list: the top US registered investment advisers 2018
28Jun
Investment News
Peter Lee- Founding partner, Summit Trail Advisors - 40 Under 40
27Jun
Financial Times
Summit Trail argues big institutions are the ‘enemy of good performance’
03May
Wall Street Journal
‘They don’t always understand what they don’t know about financial planning’
25Apr
Financial Advisor Magazine
In 2014, wealth management advisor Danie McHugh of Summit Trail Advisors discovered MM.LaFleur and has been a supporter and customer.
06Feb
The Wall Street Journal
Dow industrials change direction 29 times before finishing 567 points higher
01Feb
InvestmentNews
Successful entrepreneurs share the unexpected setbacks they faced in developing their advisory firms
31Jan
Wealth Management.com
Timing can mean everything, and buyers are preparing to pounce.
30Jan
Financial Advisor - A Financial Times Service
It’s almost comical. One hundred percent of former wirehouse or regional-brokerage advisors in the independent RIA channel are happier for having made the move. That’s according to a blind survey of 450 FAs by Dynasty Financial Partners — a sponsor that, as an infrastructure provider to breakaway RIAs, has to be pleased with the result.
30Oct
Chicago Business
After Peter Lee gave up his dream of becoming an NFL quarterback, he wrung his football experience for his next career: wealth management for pro athletes and CEOs.
03Oct
Barron's
As soup-to-nuts financial planning comes of age, the biggest independent advisory outfits are growing fast. Here are the firms and people to watch.
08Aug
Press Release
Led by Advisor Justin Waterman, New Summit Trail Team Will Be Based in New York City
06Jun
The Wall Street Journal
Common theories on earnings gap don’t fully explain its extent. The paucity of women in finance positions hinders crucial adviser relationships.
04Apr
Investment News
08Mar
Wicked Local Cambridge
Feb. 16, 2017 CAMBRIDGE, MA.
22Feb
Financial Advisor IQ
Peter Lee recalls how he came to realize the importance of a fresh approach to client events.
13Feb
Financial Advisor Magazine
12Jan
INC
Tom Palecek talks to Inc Magazine on retirement and selling a business with multiple partners.
14Dec
Crain's
Peter Lee talks to Crain's on new ways to conduct business for today's generation of leaders.
14Dec
USA Today
Founding Partner and former Army Football Captain, Jim Cantelupe speaks to USA Today on his perspective on the significance of Army vs Navy game.
14Dec
Fundfire
28Oct
Fundfire
CIO David Romhilt makes the case for manager control vs. the UMA model.
26Oct
Fundfire
CIO David Romhilt shares his insights on the role of SMAs in HNW portfolios.
18Oct
Press Release
Summit Trail Advisors announced today that Lauren S. Cosulich, Partner and Advisor, has been named as Co-Chair of the new Professional Advisors Council for the Cambridge Community Foundation.
21Sep
WealthManagement.com
Jack Peterson offers 5 points to consider for advisors contemplating independence.
20Sep
Marketwired
aRIA extended an invitation to Jack Peterson due to his diverse background in financial services and successful breakaway launching Summit Trail Advisors on a national scale.
20Sep
ThinkAdvisor
Breakaway advisors need to partner with data security providers, Tom Harms of Summit Trail Advisors said
15Sep
Financial Planning
Tom Palecek talks to Financial Planning about his expertise in agriculture as an investment.
15Sep
RIABiz
RIA Biz asks Summit Trail’s Peter Lee about his case by case philosophy regarding the active vs. passive choice.
13Sep
PRWeb
Summit Trail Advisor’s Jack Peterson featured in new white paper on M&A strategies from PFI Advisors
09Sep
The New York Times
In this NY Times "Wealth Matters" piece, Tom Palecek reveals the complexities hidden behind investing in things you care about.
14Jul
The Wall Street Journal
Hear Peter Lee discuss Top Tips for Entrepreneurs on the WSJ Watching Your Wealth podcast, hosted by Veronica Dagher
23May
The Wall Street Journal
Tips from financial advisers who work with clients in the energy, technology and entertainment fields
06May
Fundfire
Ultra-wealthy investors in the TIGER 21 network have continued to ramp up their allocations to private equity to historically high levels.
04May
The Wall Street Journal
Many wealthy people make large purchases first and ask questions later, but that can lead to significant tax issues.
16Mar
Financial Advisor IQ
Cutting ties to a big-name firm can give a team the green light to form its own permanent investment committee.
01Mar
Business Wire
27Jan
Investment News
Advisers Choosing Models With the Most Support Forgo Up to 25% of Profits
12Jan
Financial Advisor IQ
02Nov
PAM Magazine
New York-Based Independent Advisory Team Summit Trail Advisors Has Tripled the Size of Its Investment Research Team
02Nov
AdvisorHub
Summit Trail Advisors Today Announced the Further Expansion of Its Dedicated Investment Research Team
02Nov
Press Release
Investment Team Now Represents One of the Most Pedigreed Investment Groups in the Independent Space
19Oct
Financial Advisor IQ
After seven years at Barclays in New York, advisor Jerry Lucas left Oct. 9 to join an independent RIA, Summit Trail Advisors.
16Oct
Financial Advisor Magazine
Summit Trail Advisors, an independent advisory firm based in New York, has added four new, but familiar, advisors from Barclays Wealth.
15Oct
PAM Magazine
Jerry Lucas, Megan Sclafani, Peter Gambee and Michael Cohen join the Summit Trail Advisors' New York office as partners with $1bn of client assets under management.
15Oct
The Wall Street Journal
The decision should start and end with clients
14Oct
The Wall Street Journal
Summit Trail Advisors launched in July by six Barclays advisers
14Oct
Press Release
New Team Brings Breadth and Depth to Summit Trail’s Flagship New York Office
14Oct
WealthManagement.com
A $1 billion team of Barclays advisors has decided to go independent rather than move to Stifel Financial.
14Oct
AdvisorHub
Summit Trail Advisors today announced that it has expanded its business to include a $1 billion advisory team
21Aug
RIABiz
Daniela Pedley and Lauren Cosulich held back to give the original Summit Trail blazers their earned glory—but gave notice on a Monday to let clients have their weekend peace
19Aug
Family Wealth Report
Two more Barclays executives have joined the registered investment advisor's partnership.
19Aug
Boston Business Journal
The new wealth management firm, Summit Trail Advisors, is setting up an outpost in Boston with the addition of a former Barclays adviser.
18Aug
On Wall Street
Summit Trail Advisors has lured an ex-Barclays team with $500 million in combined assets under management.
18Aug
Investment News
Two former Barclays advisers with about $500 million in assets under management are joining six former colleagues at Summit Trail, a firm that was founded last month by Barclays advisers who had managed some $3 billion in assets.
18Aug
PAM Magazine
An independent advisory firm which launched last month through Dynasty Financial Partners has recruited a $500m bi-coastal team from Barclays Wealth Management.
18Aug
Press Release
Led by Advisors Daniela Pedley and Lauren Cosulich, New Summit Trail Team will be based in San Francisco and Boston
04Aug
RIABiz
A 38-year-old researcher played point man in the offensive that formed Summit Trail Advisors with offices in New York, Chicago and San Francisco
29Jul
Financial Advisor IQ
Jack Petersen left Barclays Wealth Management to cofound Summit Trail Advisors on Friday. The independent RIA, which is based in New York and has offices in Chicago and San Francisco, manages more than $3 billion.
28Jul
PAM Magazine
A former Barclays Wealth Management team has launched through Dynasty Financial Partners as one of the largest independent RIAs in the country, with $3bn in client assets.
28Jul
Family Wealth Report
Dynasty has opened its doors to a new six-person team in the shape of the newly-launched Summit Trail Advisors, an RIA.
28Jul
The Chicago Business Journal has recognized James Cantelupe’s founding partner role in the new private investment office, Summit Trail Advisors.
27Jul
The Wall Street Journal
The move by six advisers comes as Barclays is selling its U.S. wealth-management business to Stifel Financial
27Jul
Press Release
Summit Trail Advisors Partners with Dynasty Financial Partners, the Leading Integrated Service Provider for RIAs With Offices in NY, Chicago and San Francisco, Firm Immediately Becomes One of the Largest Independent Wealth Management Firms in the U.S. With Over $3 Billion in Assets
27Jul
Reuters
Dynasty Financial Partners said six financial advisers, who left Barclays Plc's wealth management unit to launch their own advisory firm, will use its platform to manage their business.
31Dec
Crain's
After Peter Lee gave up his dream of becoming an NFL quarterback, he wrung his football experience for his next career: wealth management for pro athletes and CEOs.