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Summit Trail Advisors Adds Second Team In Two Months
Eliane Chavagnon
15 October 2015
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. 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.