• Our Approach to Investing
  • Family Office Services
  • Investment Alliance
  • Who We Are
  • News
  • Contact Us
  • LOGIN

Who We Are

Summit Trail Advisors is an independent, privately-held partnership. With headquarters in New York City and offices in Chicago, San Francisco, Boston, Seattle, and Harrisburg, we serve the complex needs of successful investors nationwide. Our team has the expertise, pedigree, and talent typically found at the largest financial organizations, but with flexibility of an independent boutique. Serving as fiduciary, our interest is aligned with that of our clients in delivering customized, independent advice across all aspects of our clients’ financial affairs.

The diversity of our team’s histories—from large financial institutions to endowments to the military to structural engineering and marketing—combined with our independence, strengthens our collective investment insight and problem-solving, leading to conflict-free decisions and better results.

Client Service. Investment Prowess. Broad Life Experience.


Select office:
Jonathan Aigen
Jonathan Aigen
Operations Analyst
New York
Nhung Amerca
Nhung Amerca
Senior Associate, Relationship Manager
San Francisco
Sean Bailey
Sean Bailey
Analyst, Client Service
New York
Brady Barnes
Brady Barnes
Relationship Manager, Vice President
Harrisburg
Olya Bauer
Olya Bauer
Associate, Client Service
San Francisco
Philip Berton
Philip Berton
Associate, Client Service
Chicago
Adam Betancourt, CFA®
Adam Betancourt, CFA®
Vice President, Portfolio Manager
New York
Melissa Cabrera
Melissa Cabrera
Senior Associate, Client Service
New York
Brittany Capizzi
Brittany Capizzi
Senior Associate, Technology
New York
Michael C. Cohen
Michael C. Cohen
Partner, Advisor
New York
Matthew Coleman
Matthew Coleman
Principal, Head of Benefit Solutions
New York
Liya Corona
Liya Corona
Senior Associate, Financial Controller
New York
Lauren Cosulich
Lauren Cosulich
Partner, Advisor
Boston / San Francisco
Rose Courteau
Rose Courteau
Executive Assistant
New York
Kevin C. Curtis, CFP®, AEP®
Kevin C. Curtis, CFP®, AEP®
Partner, Advisor
Harrisburg
Kevin Dawson
Kevin Dawson
Investment Research Senior Associate
New York
Bobby Desherow
Bobby Desherow
Analyst
Chicago
Michael Feinfeld
Michael Feinfeld
Vice President, Fiduciary Counsel
New York
Louis Filippelli
Louis Filippelli
Associate, Investments
New York
Aldane Forbes
Aldane Forbes
Associate, Operations
New York City
Alexandra McCarthy
Alexandra McCarthy
Associate, Relationship Manager
New York
Peter C. Gambee
Peter C. Gambee
Partner, Advisor
New York
Ryan Gell
Ryan Gell
Analyst, Investments
New York
Christina Gherardi
Christina Gherardi
Vice President, Head of Marketing
New York
Cameron Green
Cameron Green
Client Service Analyst
Chicago
Aaron Gurwitz, PhD
Aaron Gurwitz, PhD
Senior Advisor
Caitlin Hagan
Caitlin Hagan
Principal, Relationship Manager
Chicago
Inna Halperin
Inna Halperin
Principal, Relationship Manager
Chicago
Thomas Harms
Thomas Harms
Partner, Chief Administrative Officer / Chief Compliance Officer
New York
Katherine Harrington
Katherine Harrington
Associate, Relationship Manager
New York / San Francisco
Patrick Hayn
Patrick Hayn
Vice President, Relationship Manager
Chicago
Christopher Hopkins, CAIA
Christopher Hopkins, CAIA
Vice President, Investments
New York
Brandon Inglis
Brandon Inglis
Analyst, Client Service
San Francisco
Benjamin P. Johnson, CFA®
Benjamin P. Johnson, CFA®
Partner, Head of Portfolio Construction
Chicago
Isabelle Kane
Isabelle Kane
Senior Associate, Investments
New York
Seth Katz
Seth Katz
Partner, Head of Investments
New York
Peter C. Lee
Peter C. Lee
Partner, Advisor
Chicago
Jonathan Lewis
Jonathan Lewis
Principal, Head of Sustainable Investing and Chief Portfolio Strategist
New York
Jerome D. Lucas
Jerome D. Lucas
Partner, Advisor
New York
Arlenee Lopez-Ferguson
Arlenee Lopez-Ferguson
Vice President, Chief Information Security Officer / Compliance Manager
New York
Joanna Lopez
Joanna Lopez
Vice President, Relationship Manager
New York
Haim Malka
Haim Malka
Vice President, Planning Team
New York
Andrew Matthews
Andrew Matthews
Analyst, Client Service
New York
Danie McHugh
Danie McHugh
Partner, Advisor
New York
Zach McMillan
Zach McMillan
Senior Associate, Relationship Manager
San Francisco
Jeremy Nagler
Jeremy Nagler
Vice President, Planning Operations
New York
Jonathan Nickow, CFA®, CFP®
Jonathan Nickow, CFA®, CFP®
Vice President, Relationship Manager
Chicago
Michelle Oppedisano
Michelle Oppedisano
Associate, Operations
New York
Cindy Pagés
Cindy Pagés
Associate, Relationship Manager
San Francisco
Tom Palecek
Tom Palecek
Partner, Advisor
San Francisco
Trish Patel
Trish Patel
Principal, Chief Human Resources Officer
New York
Daniela Pedley
Daniela Pedley
Partner, Advisor
San Francisco
Jack B. Petersen
Jack B. Petersen
Managing Partner, Advisor
New York
Jonathan Powell, CFA®
Jonathan Powell, CFA®
Principal, Relationship Manager
New York / San Francisco
Tobit Powell
Tobit Powell
Analyst, Portfolio Construction
New York
David Romhilt, CFA®
David Romhilt, CFA®
Partner, Chief Investment Officer
New York
Jon Rothschild
Jon Rothschild
Vice President, Planning Advisor
New York
Michelle Rudd
Michelle Rudd
Partner, Advisor
Seattle
Duff Saxe
Duff Saxe
Partner, Chief of Staff
New York
John Scarborough
John Scarborough
Partner, Advisor
San Francisco
Alex Shapses
Alex Shapses
Partner, Advisor, Head of Planning Services
New York
Joseph Shenton
Joseph Shenton
Partner, Advisor
Chicago
Christina Sierra
Christina Sierra
Vice President, Fiduciary Counsel
New York
Sarah Silverio, CFA®
Sarah Silverio, CFA®
Principal, Advisor
New York
Michael Sparico
Michael Sparico
Vice President, Planning Advisor
New York
Conor Sullivan
Conor Sullivan
Associate, Operations
New York
Jeremy Taubes
Jeremy Taubes
Principal, Planning Advisor
New York
Brian Taupier, CFP®
Brian Taupier, CFP®
Vice President, Relationship Manager
New York
William Tingley
William Tingley
Analyst, Client Service
New York City
Emily Trang
Emily Trang
Senior Associate, Relationship Manager
Harrisburg
Dominick Trapasso
Dominick Trapasso
Principal, Advisor
Chicago
Joshua Ulin
Joshua Ulin
Analyst
New York
Megan Vacca
Megan Vacca
Partner, Advisor
New York
Steven Vaccari
Steven Vaccari
Associate, Relationship Manager
New York
Stacie Vance
Stacie Vance
Senior Associate, Relationship Manager
San Francisco
Justin Waterman
Justin Waterman
Partner, Advisor
New York
Jonathan D. Williams
Jonathan D. Williams
Partner, Advisor
Harrisburg
Jonathan Wilson
Jonathan Wilson
Senior Associate, Relationship Manager
San Francisco
Carolyn Wittmann-Todd
Carolyn Wittmann-Todd
Senior Associate, Relationship Manager
Seattle
Brandon Woods
Brandon Woods
Principal, Head of Operations
New York
Brendan Wright
Brendan Wright
Associate, Financial Planning
New York
Karen Zapanta
Karen Zapanta
Analyst, Paralegal
New York
Michelle Zeng, CFA®
Michelle Zeng, CFA®
Principal, Head of Marketable Investments and Operational Due Diligence
New York
Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Summit Trail is engaged, or continues to be engaged, to provide investment advisory services.

Our Strategic Relationships

We took great care to ensure that from day one we would have all the necessary business and operational support to allow our advisors to efficiently focus on you. To that end, we have contracted with these carefully vetted firms.

  • Addepar
  • Charles Schwab
  • Dynasty Financial Partners
  • Fidelity Investments
  • Pershing

Addepar

Addepar empowers investors and advisors to navigate the increasingly complex world of investment management. Addepar features data aggregation and reconciliation, portfolio analysis, a client-centric reporting experience, and integrations and API. Hundreds of single and multi-family offices, wealth advisors, large financial institutions, endowments, and foundations manage $1.7 trillion of assets on the Addepar platform.

Dynasty Financial Partners

Dynasty’s fully customizable technology platform gives Summit Trail Advisors end-to-end business support from a proven team, plus unrivaled access to distinctive products, enabling us to offer our clients more efficient, cost-effective and comprehensive service. Dynasty’s relationships with the world’s best-in-class portfolio managers, research firms and other providers allow us to deliver objectivity, transparency and trust.

Fidelity

Fidelity Investments® is one of the world’s largest providers of financial services. Founded in 1946, the firm is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, employee benefit programs, and many other financial products and services to more than 32 million individuals and more than 13,000 financial institutions. For more information about Fidelity Investments, visit Fidelity.com.

Fidelity Investments is an independent company, unaffiliated with Summit Trail Advisors.  Fidelity Investments is a service provider to Summit Trail Advisors.  There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity Investments, nor is such a relationship created or implied by the information herein.  Fidelity Investments has not been involved with the preparation of the content supplied by Summit Trail Advisors and does not guarantee, or assume any responsibility for its content.  Fidelity Investments is a registered service mark of FMR LLC.  Fidelity Clearing & Custody Solutions provides clearing, custody or other brokerage services through National Financial Services, LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC.  730413.2.0

Pershing LLC, member FINRA, SIPC, NYSE

Pershing LLC has been a leading global provider of financial business solutions for over 75 years. They currently serve more than 1,500 clients worldwide, including many of the world's most respected financial organizations. A BNY Mellon Company, Pershing has custody of $1.9 trillion in global client assets and net capital of over $2.0 billion.

Charles Schwab

Charles Schwab Corporation is a leading investment services firm with $3.94 trillion in client assets, 19,800 employees serving over 7,500 Registered Investment Advisors clients.

NEW YORK

2 Grand Central Tower
140 East 45th Street
28th Floor
New York, NY 10017

212 812 7010

CHICAGO

167 N Green Street
6th Floor
Chicago, IL 60607

312 660 1250

SAN FRANCISCO

50 California Street
Suite 1500
San Francisco, CA 94111

415 604 5225

BOSTON

90 Canal Street
4th Floor
Boston, MA 02114

617 951 4415

SEATTLE

1420 Fifth Avenue
Suite 2219
Seattle, WA 98101

206 636 1820

HARRISBURG

108 Locust Street
Harrisburg, PA 17101

717 941 1230

  • Privacy Policy
  • Cookie Policy
  • Important Disclosure
  • ADV PART 2A
  • Form CRS
© Copyright 2023 Summit Trail Advisors. All rights reserved.
  • Our Approach to Investing
  • Family Office Services
  • Who We Are
  • News
  • Contact Us
  • LOGIN