Current Roles

Employees:
112
Revenue:
$23.5M
About
Summit Trail Advisors is an investment-focused independent wealth management boutique with offices in New York, Boston, Chicago and San Francisco. The firm leverages leading research providers and their in-house research team to design investment solutions while sourcing unique, highly specialized investments. They are a large institutional client of the street and source investment opportunities, credit solutions and other professional services for their clients on a completely open architecture basis.
Summit Trail Advisors Address
2 Grand Central Tower
New York, NY
United States
Summit Trail Advisors Email

Past Companies

Summit Trail AdvisorsVice President
Heritage Strategies LLCDirector of Asset Analysis
Tritech Healthcare ManagementCollege Assistant

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