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Summit Trail Advisors

Summit Trail Advisors
ADVISORY SERVICE
2015 FOUNDED
1 SERVICED COMPANIES
3 SERVICED INVESTORS
Description

Established in 2015, Summit Trail Advisors is an SEC-registered investment adviser based in New York, City, New York. The firm specializes in the areas of asset allocation, financial and wealth planning, portfolio construction, performance reporting and feedback, ongoing monitoring and manager research.

Year Founded
2015
Service Provider Type
Financing Advisory
Primary Office
  • 2 Grand Central Tower
  • 140 East 45th Street, 28th Floor
  • New York, NY 10017
  • United States

+1 (212) 000-0000
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Summit Trail Advisors Investment Preferences

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Summit Trail Advisors Team (28)

Name Title Deals Office Contact
Info
Thomas Harms Partner & Chief Operating Officer New York, NY
Jack Petersen Co-Founder & Managing Partner New York, NY
David Romhilt Founding Partner & Chief Investment Officer New York, NY
James Cantelupe Founding Partner & Advisor New York, NY
John Scarborough Founding Partner & Advisor San Francisco, CA

1 Former Team Member

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