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Lauren C
Series 63, Series 66
San Francisco, CA
Summit Trail Advisors, LLC
Lauren Cosulich is a financial advisor at Summit Trail Advisors, LLC with 20 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including Barclays Capital Inc. and Lehman Brothers Inc. Cosulich is also involved as Secretary of CommunityWalk Inc., a consumer website mapping tool. Summit Trail Advisors serves individuals, institutions, and charitable organizations, offering portfolio management, financial planning, family-office services, and retirement plan advisory. The firm employs an open-architecture investment approach emphasizing asset allocation, investment selection, and portfolio construction across multiple asset classes.
Daniela P
Series 63, Series 66
San Francisco, CA
Summit Trail Advisors, LLC
Daniela Pedley is a financial advisor at Summit Trail Advisors, LLC with 26 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including Barclays Capital Inc. and Lehman Brothers Inc. She serves on the advisory committee of Futures Without Violence and is a board member of the charity Congo Voice. Summit Trail Advisors serves individuals, business entities, trusts, charitable organizations, pension and profit-sharing plans, and institutional clients. The firm employs an open-architecture investment approach focused on asset allocation, investment selection, and portfolio construction across multiple asset classes and outcome buckets.
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