Joanna Lopez

Vice President, Relationship Manager

New York
Joanna Lopez

Joanna is a Vice President and Relationship Manager in our New York City Office. She works closely with our Advisors to prepare performance reports and handle all client requests. Joanna joined Summit Trail in 2015 and brings over 30 years of experience having previously worked with firms such as Bear Stearns, Commerzbank, Lehman Brothers, and Barclays.


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