Summit Trail Advisors
Highly Engaged Employees
Highly Engaged EmployeesFinance · New York, United States · 51-200 Employees
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Overview
Headquarters
140 E 45th St Fl 28, New York, New York,...Phone Number
(212) 812-7010Website
www.summittrail.comRevenue
$21.1 MillionIndustry
ZI Rank: 4
Signal Type
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ZI Rank
3
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4
About Summit Trail Advisors
Summit Trail Advisors specializes in guiding generational wealth for ultra-high-net-worth individuals and families, offering personalized financial management solutions. They act as an outsourced family office, coordinating a client's financial team to simplify the complexities associated with significant wealth. Their services are tailored to meet the unique needs of their clients, allowing them to focus on what matters most in life. With deep industry expertise, Summit Trail Advisors aims to provide integrated solutions that address the specific challenges faced by their clientele.Explore more
Summit Trail Advisors Org Chart
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Activity Insights
Summit Trail Advisors is experiencing very low activity levels compared to other companies in the Finance sector.
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Summit Trail Advisors Tech Stack
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Most Recent Scoops
Project
, according to a front-line source in financial planning, is planning to release a request for proposal (RFP) for initiatives related to debt and equity within the next three to six months. The organization is currently evaluating Carta.
Request for Proposal (RFP), Financial Planning, Compensation & Benefits, Employee Relations, Workforce Management, Business Finance, Finance, Financial Strategy, Financing & Debt
Project
, according to a front-line source in financial planning, is planning to release a request for proposal (RFP) for initiatives related to forecasting within the next three to six months.
Request for Proposal (RFP), Financial Planning, Forecasting, Finance, Financial Strategy
Project
, according to a front-line source in financial planning, is planning to begin initiatives related to financial reporting within three to six months.
Accounting, Financial Planning, Financial Reporting, Finance, Financial Strategy
Project
, according to a front-line source in financial planning, is planning to begin initiatives related to data storage and management within three to six months.
Data Center, Storage, Database, Infrastructure, Data Management, Financial Planning, Data Warehousing, Finance, Financial Strategy
Project
Request for Proposal (RFP), Financial Planning, Employee Relations, Workforce Management, Finance, Financial Strategy, HR Operations
Summit Trail Advisors News & Media
Raymond James Investment Unit Hires Short-Term Summit Trail Executive as President
Jeff Ringdahl, who had a short stint as president and COO of $23.6 billion RIA Summit Trail Advisors, will be president of Raymond James Investment Management.Summit Trail Advisors Strengthens Executive Leadership Team with Appointment of Jeff Ringdahl as President and Chief Operating Officer
NEW YORK--(BUSINESS WIRE)--Summit Trail Advisors (“Summit Trail”), a leading ultra-high-net-worth (UHNW)-focused independent registered investment advisor, today announced that Jeff Ringdahl has joined the firm as Partner, President and Chief Operating Officer in New York. Mr. Ringdahl joins Summit Trail after more than 14 years at Resolute Investment Managers, where he most recently served as President and CEO. At Summit Trail, he will focus on enhancing the firm’s white-glove client experiencSummit Trail Advisors Expands to Newport Beach, CA Market
NEW YORK--(BUSINESS WIRE)--Summit Trail Advisors, a leading boutique wealth management firm with $18 billion in assets under management, announced today that Paul D. Hoskin, CFP, has joined the firm as Partner and Advisor in Newport Beach, CA. On June 11, 2024, Summit Trail Advisors announced that ten professionals from the Key Client Group of BNP Paribas/Bank of the West had joined its roster of professionals serving ultra-high net worth (UHNW) individuals, families, and institutions, signific
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Summit Trail Advisors specializes in guiding generational wealth for ultra-high-net-worth individuals and families, offering personalized financial management solutions. They act as an outsourced family office, coordinating a client's financial team to simplify the complexities associated with significant wealth. Their services are tailored to meet... Read More
