Jonathan Powell, CFA®

Jonathan works closely with a small group of ultra-high-net-worth individuals and families across the country. Jonathan is a dedicated fiduciary advisor committed to guiding clients through their financial journeys with independent and unbiased advice. He takes pride in simplifying seemingly complex financial decisions, helping empower clients to confidently chart their financial paths. Jonathan joined Summit Trail at its launch in August 2015, from Barclays, where he worked as an Investment Analyst on the firm's largest investment advisory team in the San Francisco Bay Area. Before beginning his career in Wealth Management in 2013, Jonathan spent over three years as a Fixed Income Analytics Account Executive and Consultant at FactSet Research Systems in New York. Jonathan is a CFA® Charterholder. Jonathan lives in Brooklyn with his wife, son, and dog. He is an avid skier, surfer, runner, and golfer.