Summit Trail Advisors Employee Directory
Summit Trail Advisors corporate office is located in 140 E 45th St Fl 28, New York, New York, 10017, United States and has 51-200 employees.
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Employees by Department
Departments
Number of employees
Finance
46
Operations
13
Sales
11
C-Suite
4
Legal
3
Medical & Health
3
Engineering & Technical
2
Key Employees of Summit Trail Advisors
Summit Trail Advisors Global Presence
| Location | People at location |
| North America | 51-200 |
| Asia | 1-10 |
Index of contact profiles from Summit Trail Advisors
- Vice President, Fiduciary Counsel
- United States , New York , New York
- Chief Financial Officer
- United States , New York , New York
- Partner
- United States , New York , New York
- Partner & Advisor
- United States , New York , New York
- Vice President, Technology
- United States , New York , New York
- Family Advisor, Chief Fiduciary Counsel
- United States , New York , New York
- Partner
- United States , New York , New York
- Vice President
- United States , New York , New York
- Partner
- United States , New York , New York
- Vice President - Investment Specialist
- United States , New York , New York
- Founding Partner, Advisor
- United States , New York , New York
- Relationship Manager
- United States , New York , New York
- Vice President
- United States , New York , New York
- Partner
- United States , New York , New York
- Partner
- United States , New York , New York
- Vice President
- United States , New York , New York
- Vice President Family Office
- United States , New York , New York
- Financial Controller
- United States , New York , New York
- Marketable Investments & Operational Due Diligence Head
- United States , New York , New York
- Partner, Construction Head of Portfolio
- United States , New York , New York
- Vice President, Fund Operations
- United States , New York , New York
- Vice President. Family Office
- United States , New York , New York
- Head of Marketing
- United States , New York , New York
- Co-Founder & Managing Partner
- United States , New York , New York
- Partner
- United States , New York , New York
Former Employees at Summit Trail Advisors
Explore people who held key positions, contributed to Summit Trail Advisors's success, and advanced their careers.
Vice President at Bank of America
Worked as Business Analyst & Project Manager
at Summit Trail Advisors (2018-2019)
Senior Manager, Produc... at Samsara
Worked as Head of Technology, Data Management
at Summit Trail Advisors (2019-2021)
Office Manager at Bridge Back to Life Ce...
Worked as Client Services Analyst
at Summit Trail Advisors (2022-2023)
Financial Advisor & Di... at UBS
Worked as Head Vice President, Long Investments, Investm...
at Summit Trail Advisors (2015-2021)
Explore More
People from Similar Companies in the Finance Industry Located in New York, United States
Frequently Asked Questions Regarding Summit Trail Advisors Employees
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
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