People Moves

Summit Trail Advisors Adds Second Team In Two Months

Eliane Chavagnon Editor - Family Wealth Report October 15, 2015

Summit Trail Advisors Adds Second Team In Two Months

Summit Trail Advisors, which uses Dynasty's wealth management and technology platform, has welcomed a four-person team from Barclays in New York.

Dynasty member firm Summit Trail Advisors has welcomed a $1 billion advisory team in New York - its second acquisition in two months.

Jerry Lucas, Megan Sclafani, Peter Gambee and Michael Cohen all join as partners from Barclays Wealth & Investment Management. (Barclays has agreed to sell its US wealth management business to Stifel Financial in a deal expected to close next month.)

Summit Trail Advisors was founded in July and has offices in New York, Chicago, IL, and San Francisco, CA.  In August, the firm added a $500 million team with advisors in San Francisco, CA, and Boston, MA.

Lucas, Sclafani, Gambee and Cohen join James Cantelupe, Lauren Cosulich, Peter Lee, Danie McHugh, Tom Palecek, Daniela Pedley, Jack Petersen, David Romhilt, Duff Saxe and John Scarborough – all partners at Summit Trail Advisors in New York, Boston, Chicago and San Francisco.  

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