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.

Operations Analyst

Associate, Relationship Manager

Analyst, Client Service

Relationship Manager, Vice President

Analyst, Client Service

Adam Betancourt, CFA®

Adam Betancourt, CFA®

Vice President, Portfolio Manager

Analyst, Client Service

Melissa Cabrera

Melissa Cabrera

Associate, Client Service

Brittany Capizzi

Brittany Capizzi

Senior Associate, Technology

Vice President, Operations

Michael C. Cohen

Michael C. Cohen

Partner, Advisor

Matthew Coleman

Matthew Coleman

Principal, Head of Benefit Solutions

Senior Associate, Financial Controller

Lauren Cosulich

Lauren Cosulich

Partner, Advisor

Boston / San Francisco

Kevin C. Curtis, CFP®, AEP®

Kevin C. Curtis, CFP®, AEP®

Partner, Advisor

Investment Research Associate

Louis Filippelli

Louis Filippelli

Analyst, Investments

Associate, Operations

Alexandra Fumai

Alexandra Fumai

Associate, Relationship Manager

Peter C. Gambee

Peter C. Gambee

Partner, Advisor

Analyst, Investments

Client Service Analyst

Aaron Gurwitz, PhD

Aaron Gurwitz, PhD

Principal, Relationship Manager

Vice President, Relationship Manager

Partner, Chief Administrative Officer / Chief Compliance Officer

Katherine Harrington

Katherine Harrington

Associate, Relationship Manager

New York / San Francisco

Senior Associate, Relationship Manager

Christopher Hopkins, CAIA

Christopher Hopkins, CAIA

Vice President, Investments

Analyst, Client Service

Benjamin P. Johnson, CFA®

Benjamin P. Johnson, CFA®

Partner, Head of Portfolio Construction

Associate, Investments

Partner, Head of Investments

Partner, Advisor

Jerome D. Lucas

Jerome D. Lucas

Partner, Advisor

Arlenee Lopez-Ferguson

Arlenee Lopez-Ferguson

Vice President, Chief Information Security Officer / Compliance Administration Manager

Vice President, Relationship Manager

Vice President, Planning Team

Andrew Matthews

Andrew Matthews

Analyst, Client Service

Partner, Advisor

Associate, Relationship Manager

Vice President, Planning Operations

Jonathan Nickow, CFA®, CFP®

Jonathan Nickow, CFA®, CFP®

Vice President, Relationship Manager

Michelle Oppedisano

Michelle Oppedisano

Associate, Operations

Associate, Relationship Manager

Partner, Advisor

Partner, Advisor

Jack B. Petersen

Jack B. Petersen

Managing Partner, Advisor

Jonathan Powell, CFA®

Jonathan Powell, CFA®

Vice President, Relationship Manager

New York / San Francisco

Analyst, Portfolio Construction

David Romhilt, CFA®

David Romhilt, CFA®

Partner, Chief Investment Officer

Miles Rosenthal

Miles Rosenthal

Analyst, Investments

Vice President, Planning Advisor

Partner, Advisor

Partner, Chief of Staff

John Scarborough

John Scarborough

Partner, Advisor

Partner, Advisor, Head of Planning Services

Partner, Advisor

Christina Sierra

Christina Sierra

Vice President, Fiduciary Counsel

Sarah Silverio, CFA®

Sarah Silverio, CFA®

Principal, Advisor

Michael Sparico

Michael Sparico

Vice President, Planning Advisor

Associate, Operations

Principal, Planning Advisor

Brian Taupier, CFP®

Brian Taupier, CFP®

Vice President, Relationship Manager

William Tingley

William Tingley

Analyst, Client Service

Senior Associate, Relationship Manager

Senior Associate, Relationship Manager

Dominick Trapasso

Dominick Trapasso

Principal, Advisor

Partner, Advisor

Associate, Relationship Manager

Justin Waterman

Justin Waterman

Partner, Advisor

Jonathan D. Williams

Jonathan D. Williams

Partner, Advisor

Jonathan Wilson

Jonathan Wilson

Senior Associate, Relationship Manager

Carolyn Wittmann-Todd

Carolyn Wittmann-Todd

Associate, Relationship Manager

Principal, Head of Operations

Analyst, Financial Planning

Analyst, Operational Due Diligence

Michelle Zeng, CFA®

Michelle Zeng, CFA®

Principal, Head of Marketable Investments and Operational Due Diligence

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

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.