Tom Palecek

Tom Palecek General Information

Description

Mr. Tom Palecek serves as Founding Partner and Advisor at Summit Trail Advisors. He is an Angel Investor. Tom works with an elite group of entrepreneurs, venture capitalists, real estate families, finance professionals, business owners and foundations, providing holistic advice on investments, tax matters, and estate planning. He was instrumental in bringing together the founding members of Summit Trail and making the case that their vision of an independent firm was a practical reality. Prior to founding Summit Trail Advisors, Tom was a Director at Barclays Wealth in San Francisco, where he and his partner built and led the largest team on the West Coast. While at Barclays, Tom was nominated by his peers across the United States to Co-Head the Barclays Investment Advisory Council, which worked across the organization and alongside Senior Management on business strategy across the U.S.