Who We Are

Summit Trail Advisors is an independent, privately-held partnership. With headquarters in New York City and offices in Chicago, San Francisco, Boston, Seattle, and Harrisburg, we serve the complex needs of successful investors nationwide. Our team has the expertise, pedigree, and talent typically found at the largest financial organizations, but with flexibility of an independent boutique. Serving as fiduciary, our interest is aligned with that of our clients in delivering customized, independent advice across all aspects of our clients’ financial affairs.

The diversity of our team’s histories—from large financial institutions to endowments to the military to structural engineering and marketing—combined with our independence, strengthens our collective investment insight and problem-solving, leading to conflict-free decisions and better results.