Mary Hall

In her role as a seasoned Client Service Associate, Mary manages day-to-day client operations for Summit Trail’s Dallas office and serves as the primary point of contact for clients’ family office matters. With over 25 years’ experience in the industry, Mary focuses on providing holistic client service to a select group of ultra-high-net-worth clients including entrepreneurs, professionals, and foundations. Prior to joining Summit Trail in 2024, Mary served as a Client Service Associate at Alti Tiedemann Advisors and an Assistant Vice President in the consumer banking division at Bank of America.