John Scarborough is a financial advisor at Summit Trail Advisors, LLC with 20 years of industry experience. He holds a Series 66 designation and has worked at Summit Trail Advisors since 2015 and Summit Trail Securities since 2016, following a brief tenure at Purshe Kaplan Sterling Investments. He also serves in various roles for certain client trusts associated with the firm. Summit Trail Advisors serves a diverse client base including individuals, families, charitable organizations, corporate entities, trusts, estates, and institutional retirement plans. The firm offers a range of services such as portfolio management, financial planning, family office services, and OCIO consulting, employing an open-architecture investment approach focused on asset allocation, investment selection, and portfolio construction.

David Romhilt is a CFA® charterholder and financial advisor at Summit Trail Advisors, LLC in Chevy Chase, MD, with 10 years of industry experience. He has been with Summit Trail Advisors since 2015. Summit Trail Advisors serves a diverse client base including individuals, families, charitable organizations, corporate entities, trusts, estates, and institutional retirement plans. The firm employs an open-architecture investment approach focused on asset allocation, investment selection, and portfolio construction, offering a range of services such as portfolio management, financial planning, family office services, and outsourced chief investment officer consulting.

Megan Vacca is a financial advisor at Summit Trail Advisors, LLC with 21 years of industry experience. She holds a Series 66 designation and has worked at Summit Trail Advisors since 2015, including a concurrent role at Summit Trail Securities from 2017. Prior to that, she was with Purshe Kaplan Sterling for two years. Summit Trail Advisors serves a diverse client base including individuals, families, charitable organizations, corporate entities, trusts, estates, and institutional retirement plans. The firm employs an open-architecture investment approach focused on asset allocation, investment selection, and portfolio construction, offering a range of services from portfolio management to family office and OCIO consulting.

Jonathan Powell is a CFA® charterholder and holds a Series 66 license with 11 years of industry experience. He has worked at Summit Trail Advisors, LLC since 2015 and was previously with Purshe Kaplan Sterling Investments. Powell is based in New York, NY. Summit Trail Advisors serves a diverse client base including individuals, families, charitable organizations, corporate entities, trusts, estates, and institutional retirement plans. The firm employs an open-architecture investment approach focused on asset allocation, investment selection, and portfolio construction, offering services such as portfolio management, financial planning, family office support, and outsourced CIO consulting.

Seth Katz is a financial advisor at Summit Trail Advisors, LLC in New York, NY, holding a Series 66 designation with 14 years of industry experience. He has been with Summit Trail Advisors since 2015 and previously worked at Purshe Kaplan Sterling Investments. Summit Trail Advisors serves individuals, families, charitable organizations, corporate entities, trusts, estates, and institutional retirement plans. The firm employs an investment process focused on asset allocation, investment selection, and portfolio construction using an open-architecture approach that includes ETFs, mutual funds, separate accounts, independent managers, and private funds.

Michael Cohen is a financial advisor with Summit Trail Advisors, LLC in New York, NY, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Summit Trail Advisors since 2015 and Summit Trail Securities since 2017, and previously worked at Purshe Kaplan Sterling Investments. Outside of his advisory work, Cohen serves on the Village of Lake Success Golf Commission, advising on park management and course conditions. Summit Trail Advisors serves a diverse client base including individuals, families, charitable organizations, and institutional retirement plans. The firm employs an open-architecture investment approach focused on asset allocation, investment selection, and portfolio construction, integrating ETFs, mutual funds, separate accounts, independent managers, and private funds.

Lauren Cosulich is a financial advisor at Summit Trail Advisors, LLC with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Summit Trail Advisors since 2015, including time at Summit Trail Securities. Outside of her advisory role, she serves as secretary for CommunityWalk Inc., a consumer website mapping tool. Summit Trail Advisors serves a diverse client base including individuals, families, charitable organizations, and institutional retirement plans. The firm employs an open-architecture investment approach focused on asset allocation, investment selection, and portfolio construction, offering discretionary and non-discretionary portfolio management along with family office and OCIO services.

Danielle Mchugh is a financial advisor at Summit Trail Advisors, LLC with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Summit Trail Securities, LLC and Purshe Kaplan Sterling Investments. She is based in New York, NY. Summit Trail Advisors serves a diverse client base including individuals, families, charitable organizations, and institutional retirement plans. The firm provides portfolio management, financial planning, family office services, and OCIO consulting, employing an open-architecture investment approach focused on asset allocation, investment selection, and portfolio construction.

Peter Gambee is a financial advisor with Summit Trail Advisors, LLC in New York, NY. He holds Series 63 and Series 66 credentials and has 25 years of industry experience. Prior to his current role, he worked at Purshe Kaplan Sterling Investments and has been with Summit Trail Advisors since 2015. He serves on the College of Charleston Parent Advisory Council, where he speaks with prospective students. Summit Trail Advisors serves a diverse client base including individuals, families, charitable organizations, corporate entities, trusts, estates, and institutional retirement plans. The firm employs an open-architecture investment approach focused on asset allocation, investment selection, and portfolio construction, utilizing ETFs, mutual funds, separate accounts, independent managers, and private funds.

Jack Petersen is a financial advisor at Summit Trail Advisors, LLC in New York, NY, with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Summit Trail Advisors since 2015, including a role at Summit Trail Securities, LLC since 2017. Summit Trail Advisors serves a diverse client base, including individuals, families, charitable organizations, businesses, trusts, estates, and institutional retirement plans. The firm employs an open-architecture investment approach focused on asset allocation, investment selection, and portfolio construction, utilizing a range of investment vehicles and ongoing manager due diligence.

Thomas Palecek is a financial advisor at Summit Trail Advisors, LLC with 20 years of industry experience. He holds the Series 66 designation and has worked with Summit Trail Advisors since 2015, including a prior role at Purshe Kaplan Sterling Investments. Outside of his advisory duties, he serves as a board member of Trans Pacific Networks Cayman Holdings and as a manager and committee member of Icon Recovery Fund LLC, both on an uncompensated basis. Summit Trail Advisors serves a diverse client base, including individuals, families, charitable organizations, corporate entities, trusts, estates, and institutional retirement plans. The firm employs an open-architecture investment approach focused on asset allocation, investment selection, and portfolio construction, utilizing a range of investment vehicles tailored to client-specific objectives.

Jerome Lucas is a financial advisor at Summit Trail Advisors, LLC in New York, NY, with 41 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Summit Trail Advisors since 2015, also working at Summit Trail Securities and Purshe Kaplan Sterling Investments. Summit Trail Advisors serves a diverse client base including individuals, families, charitable organizations, and institutional retirement plans. The firm employs an open-architecture investment approach focused on asset allocation, investment selection, and portfolio construction, offering services such as discretionary portfolio management, financial planning, family office support, and outsourced CIO consulting.

Robert Homar Lopez is a financial advisor at Summit Trail Advisors, LLC with nine years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at BancWest Investment Services, Bank of the West, UBS Financial Services, and Popular Securities. Summit Trail Advisors serves a diverse client base, including high-net-worth individuals, families, charitable organizations, corporate entities, trusts, estates, and institutional retirement plans. The firm employs an open-architecture investment approach focused on asset allocation, investment selection, and portfolio construction, offering services such as discretionary and non-discretionary portfolio management, financial planning, family office services, and outsourced chief investment officer consulting.

Daniela Pedley is a financial advisor at Summit Trail Advisors, LLC in San Francisco, holding Series 63 and Series 66 licenses with 26 years of industry experience. She has been with Summit Trail Advisors since 2015 and previously worked at Purshe Kaplan Sterling Investments. Outside of her advisory role, she serves on the board of Congo Voice, a charity focused on advising on fund allocation, and is a member of the advisory committee for Futures Without Violence. Summit Trail Advisors serves a diverse client base including individuals, families, charitable organizations, and institutional retirement plans. The firm employs an open-architecture investment approach centered on asset allocation, investment selection, and portfolio construction, tailoring strategies to client-specific goals and constraints.

Jose Reynoso is a financial advisor at Summit Trail Advisors, LLC with four years of industry experience. He holds a Series 63 designation and previously worked for Clarfeld Financial Advisors, LLC for 15 years. Outside of his advisory role, he practices law as an attorney and serves as co-manager and trustee for a family investment LLC. Summit Trail Advisors serves a diverse clientele including individuals, families, charitable organizations, and institutional retirement plans. The firm’s investment approach focuses on asset allocation, investment selection, and portfolio construction using an open-architecture strategy that incorporates ETFs, mutual funds, separate accounts, independent managers, and private funds.