Melissa Cabrera
Melissa Cabrera
Senior Associate, Relationship Manager
New York
Melissa joined Summit Trail in 2021 as an Associate in our New York City office. She works closely with clients and advisory team to provide bespoke estate planning and investment advice to ultra-high-net-worth individuals and families. Prior to Summit Trail, Melissa was an Executive Assistant at Heritage Strategies LLC. She began her career at Hardman Johnston Global Advisors LLC as a Portfolio Administrator.
Education:
Melissa graduated from Marist College with a bachelor’s degree in Psychology. She also earned her Master of Science in Business Administration and Management from the Mendoza College of Business at Notre Dame University.