Summit Trail Advisors Recognized by Barron’s as one of the Top 100 RIA Firms in the U.S.
Summit Trail Advisors (“Summit Trail”), a leading ultra-high-net-worth (UHNW)-focused independent registered investment advisor, today announced that the firm has once again been recognized by Barron’s as one of the Top 100 RIA firms in the country.
Summit Trail Advisors Strengthens Executive Leadership Team with Appointment of Jeff Ringdahl as President and Chief Operating Officer
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.
Summit Trail Advisors Expands to Newport Beach, CA Market
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.
Summit Trail Advisors Expands Nationally
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.
Summit Trail Advisors Expands its Partnership with Three Partner Promotions
Summit Trail Advisors is proud to announce the promotion of Caitlin Hagan, Sarah Silverio, and Michelle Zeng to Partner.
Rapidly Growing RIA Summit Trail Advisors Continues to Expand in PA with Addition of New Relationship Manager Brady Barnes
Summit Trail Advisors announced today that Brady Barnes joined the firm as Vice President, Relationship Manager. Mr. Barnes will be based in the Harrisburg, Pennsylvania office.
Fast Growing Wealth Management Boutique – Summit Trail Advisors – Expands Family Office With 11-Person Financial Planning Team Focused on Ultra High Net Worth Families
Summit Trail Advisors is pleased to announce that an 11-person financial planning team has joined Summit Trail Advisors at their headquarters in New York City. The new team consists of four advisors and seven financial planning professionals. The team, which is led by Alex Shapses, is joining Summit Trail from Heritage Strategies LLC.
