David Hultman, CIMA®, CWS®

David works with a national team to advise ultra-high net worth individuals and families, business owners, senior executives endowments and foundations on all aspects of their finances. The team leverages the Family Office model to deliver advice in a completely independent and unbiased manner servicing clients for their investment, tax, estate, philanthropic, risk, and capital needs. Prior to joining Summit Trail, David was an Advisor with the Key Client Group at BNP Paribas Bank of the West and most recently with BMO Family Office. David is a Certified Investment Management Analyst, CIMA® and a Certified Wealth Strategist CWS®