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Summit Trail Advisors Employee Directory

Financial ServicesNew York, United States51-200 Employees

Summit Trail Advisors has about 89 employees, all of them in North America. Banking and Finance make up over half of the profiles with a known department. Summit Trail Advisors's workforce spans 5 departments.

Find Summit Trail Advisors employees' phone numbers or email addresses

Summit Trail Advisors Global Highlights

Location
Employees

North America
128

Minus sign iconPlus sign icon
  • United States Of America
    128

Summit Trail Advisors's Leadership

  • Chief Information Security Officer at Summit Trail Advisors
    J. K.
    Chief Information Security Officer
    Mobile Phone
  • Chief Human Capital Officer at Summit Trail Advisors
    P. P.
    Chief Human Capital Officer
    Mobile Phone
  • Vice President - Fund Operations at Summit Trail Advisors
    L. M.
    Vice President - Fund Operations
    Mobile Phone
  • Vice President Relationship Manager at Summit Trail Advisors
    M. K.
    Vice President Relationship Manager
    Mobile Phone
  • Head Of Portfolio Construction at Summit Trail Advisors
    B. J.
    Head Of Portfolio Construction
    Mobile Phone
  • Partner at Summit Trail Advisors
    J. D.
    Partner
    Mobile Phone
  • Partner at Summit Trail Advisors
    J. W.
    Partner
    Mobile Phone
  • Founding Partner Chief Investment Officer at Summit Trail Advisors
    D. R.
    Founding Partner Chief Investment Officer
    Mobile Phone

Summit Trail Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Business
  • Civil Engineering & Construction
  • Community & Social Services
  • Other
  • Legal

Banking is the largest department at 74% of profiles with a known department, followed by Finance (17%) and Legal (5%).

Contact profiles from Summit Trail Advisors

Name
Title
Contact
Location
Last Update
  • Partner at Summit Trail Advisors
    J. D.
    Partner
    Mobile Phone
    Oct 06, 2026
  • Partner at Summit Trail Advisors
    J. W.
    Partner
    Mobile Phone
    Oct 22, 2026
  • Founding Partner Chief Investment Officer at Summit Trail Advisors
    D. R.
    Founding Partner Chief Investment Officer
    Mobile Phone
    Oct 06, 2026
  • Chief Information Security Officer at Summit Trail Advisors
    J. K.
    Chief Information Security Officer
    Mobile Phone
    Oct 17, 2026
  • Partner at Summit Trail Advisors
    M. M.
    Partner
    Mobile Phone
    Oct 21, 2024
  • Chief Human Capital Officer at Summit Trail Advisors
    P. P.
    Chief Human Capital Officer
    Mobile Phone
    Oct 24, 2024
  • Vice President - Fund Operations at Summit Trail Advisors
    L. M.
    Vice President - Fund Operations
    Mobile Phone
    Oct 14, 2026
  • Head Of Portfolio Construction at Summit Trail Advisors
    B. J.
    Head Of Portfolio Construction
    Mobile Phone
    Jan 03, 2023
  • Principal Head Of Operations at Summit Trail Advisors
    B. W.
    Principal Head Of Operations
    Mobile Phone
    Oct 17, 2024
  • Assistant Vice President at Summit Trail Advisors
    L. W.
    Assistant Vice President
    Mobile Phone
    Aug 13, 2025

Frequently Asked Questions

What are the largest departments at Summit Trail Advisors?

Minus sign iconPlus sign iconBanking is the largest department at 74% of profiles with a known department, followed by Finance (17%) and Legal (5%). Summit Trail Advisors's workforce spans 5 departments.

How many employees does Summit Trail Advisors have currently?

Minus sign iconPlus sign iconSummit Trail Advisors has approximately 89 employees as of October 2026. These team members are located across 1 continents, including North America.

Who are Summit Trail Advisors's key employees and leadership?

Minus sign iconPlus sign icon

As of October 2026, Summit Trail Advisors's key employees include:

  • Chief Information Security Officer: J. K.
  • Chief Human Capital Officer: P. P.
  • Vice President - Fund Operations: L. M.
  • Vice President Relationship Manager: M. K.
  • Head Of Portfolio Construction: B. J.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

What is Summit Trail Advisors's most common email format?

Minus sign iconPlus sign iconSummit Trail Advisors employees' email format typically follows the pattern of First.Last@summittrail.com. Trying to find reliable and up-to-date employee contact data? Find more Summit Trail Advisors email formats with LeadIQ.

What is Summit Trail Advisors known for?

Minus sign iconPlus sign iconSummit Trail Advisors was founded in 2015 and operates in the Financial Services industry. You can contact Summit Trail Advisors's main corporate office by phone at
+1-704-538-****
. Explore Summit Trail Advisors's company overview page for more information.

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