Summit Trail Advisors
Finance · New York, United States · 51-200 Employees
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Overview
Headquarters
140 E 45th St Fl 28, New York City, New ...Phone Number
(212) 812-7010Website
www.summittrail.comRevenue
$21.1 MillionIndustry
ZI Rank: 3
Signal Type
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ZI Rank
2
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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 is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Summit Trail Advisors.
Summit Trail Advisors Tech Stack
A closer look at the technologies used by Summit Trail Advisors
Most Recent Scoops
Project
, according to a mid-level source in financial planning, has completed initiatives related to asset management within the last twelve months.
Asset Management, Financial Planning, Finance, Financial Strategy
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, according to a mid-level source in financial planning, is in the midst of initiatives related to debt and equity. The organization is currently evaluating various vendors.
Financial Planning, Compensation & Benefits, Employee Relations, Workforce Management, Business Finance, Finance, Financial Strategy, Financing & Debt
Project
, according to a mid-level source in financial planning, is in the midst of initiatives related to data storage and management.
Data Center, Storage, Database, Infrastructure, Data Management, Financial Planning, Data Warehousing, Finance, Financial Strategy
Project
, according to a mid-level source in financial planning, is in the midst of initiatives related to customer relationship management (CRM). The organization is currently evaluating Salesforce CRM.
CRM, Financial Planning, Sales, Finance, Financial Strategy
Project
Financial Planning, Employee Relations, Workforce Management, Finance, Financial Strategy, HR Operations
Summit Trail Advisors News & Media
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, significSummit Trail Advisors Expands Nationally
NEW YORK--(BUSINESS WIRE)--Summit Trail Advisors, a leading boutique wealth management firm with $18 billion in client assets, today announced the addition of the former Key Client Group of BNP Paribas/Bank of the West to its roster of professionals, serving ultra-high net worth (UHNW) individuals, families, and institutions across the US. The Key Client Group managed over $3 billion in client assets at BNP Paribas’ Bank of the West before it was acquired by BMO in
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Frequently Asked Questions Regarding Summit Trail Advisors
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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
