Jonathan Lewis Email

Principal, Head Sustainable Investing and Chief Portfolio Strategist . Summit Trail Advisors

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 AdvisorsPrincipal, Head of Sustainable Investing and Chief Portfolio Strategist
Signatory Capital AdvisorsFounder and President
Fiera CapitalChief Investment Officer

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