What departments does Summit Trail Advisors have?

Summit Trail Advisors has employees across 9 departments including Finance, Information Security, Operations, Civil Engineering & Construction, Accounting.

What is the largest department at Summit Trail Advisors?

The largest department at Summit Trail Advisors is Analytics with 3 employees.

Where are Summit Trail Advisors employees located globally?

Summit Trail Advisors has employees across 2 continents and 2 countries including Pakistan, United States Of America.

How has Summit Trail Advisors's team size changed over time?

Summit Trail Advisors's team has decreased from approximately 78 to 62 employees based on available data.

Summit Trail Advisors Employee Directory

Financial ServicesNew York, United States51-200 Employees

Summit Trail Advisors is an independent fiduciary in the financial services sector, based in New York, that functions as an outsourced family office for clients whose wealth-management needs have grown beyond traditional approaches. The firm coordinates a client's financial team to deliver integrated solutions across investments, estate planning, private investment access, tax strategies, family governance, philanthropy, and alignment for the next generation. Through a selective network of clients, business partners, and colleagues, Summit Trail leverages best practices and negotiates management fees on behalf of its clients while maintaining highly personalized service. 

The company targets ultra-high-net-worth individuals and families seeking comprehensive guidance through different life phases and the process of building, preserving, and passing on wealth. In 2025, Summit Trail Advisors announced the appointment of Jeff Ringdahl as President and Chief Operating Officer, marking a leadership expansion within its outsourced family-office framework.

Summit Trail Advisors Global Highlights

North America
123

United States Of America
123

Asia
1

Pakistan
1

Summit Trail Advisors's Leadership

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

Summit Trail Advisors Employee Metrics

100%

50%

0%

2026

2025

Banking
Finance
Business
Civil Engineering & Construction
Community & Social Services
Other
Legal

Contact profiles from Summit Trail Advisors

Name

Title

Contact Info

Location

Last Update

M. K.
Vice President Relationship Manager
Mobile Phone
Email
Aug 15, 2025
L. C.
Financial Controller
Mobile Phone
Email
Apr 16, 2026
C. H.
Principal, Relationship Manager
Mobile Phone
Email
Oct 17, 2024
C. W.
Senior Associate Relationship Manager
Mobile Phone
Email
Oct 22, 2024
J. W.
Associate Relationship Manager
Mobile Phone
Email
Jun 09, 2026
B. C.
Senior Associate, Technology
Mobile Phone
Email
May 27, 2026
D. T.
Principal
Mobile Phone
Email
Oct 21, 2024
I. B.
Associate
Mobile Phone
Email
Bay
Jun 28, 2026
A. B.
Analyst
Mobile Phone
Email
A. M.
Project
Mobile Phone
Email
Oct 17, 2024

Frequently Asked Questions

What is Summit Trail Advisors known for?

Summit Trail Advisors was founded in 2015 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-704-538-****

. Explore Summit Trail Advisors's company overview page for more information.

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

Summit Trail Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Summit Trail Advisors email formats with LeadIQ.

How many employees does Summit Trail Advisors have currently?

Summit Trail Advisors has approximately 93 employees as of July 2026. These team members are located across 2 continents, including North AmericaAsia.

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

As of July 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.

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Summit Trail Advisors Employee Directory

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