Peter C. Gambee
Peter joins Summit Trail Advisors as a partner with more than 20 years as a client advisor to private business owners, senior executives of public companies, and financial industry professionals. In that role, he and his team have provided holistic wealth management advice to their clients and their families. Prior to joining Summit Trail Advisors, Peter was a Managing Director at Barclays Wealth having joined there in September 2008 as part of the acquisition by Barclays of Lehman Brothers Investment Management business. He had joined Lehman in 2005 from JPMorgan Private Bank. Peter spent the first part of his career as a commercial banker with JPMorgan Chase where he worked with entrepreneurial business owners.
Peter’s institutional background and training has allowed him to help bring institutional advice and execution to his clients. Peter particularly values the fact that his team can now deliver best-in-class wealth management solutions with an independent investment advisory firm.
Peter and his wife reside in Wilton, CT and are both members of the Parent Advisory Council of The College of Charleston in Charleston, SC.
B.A. Business Administration, Gettysburg College
MBA, Finance, New York University