Caitlin Hagan

Caitlin Hagan is a Partner of Summit Trail Advisors and a Relationship Manager. With over 15 years of experience in the industry, she leads strategy, operations, and oversight for the Chicago office. Caitlin also manages the largest family office relationships for Chicago, serving as the primary point of contact for clients’ daily family office needs. She works closely with clients and their strategic partners on matters of estate planning, investment management, private investment coordination, charitable initiatives, tax coordination and accounting. Prior to joining Summit Trail when the firm launched in 2015, Caitlin was a Vice President at Barclays Wealth and Lehman Brothers. She also worked as an Analyst at Bernstein Wealth Management and Prudential Capital Group. Caitlin is a Registered Representative of FINRA holding Series 7, 63, 66 and 3 designations. She lives in the western suburbs of Chicago with her husband and two children and enjoys being outdoors and spending time with her family.