Wealth management boutique adds $1.5b advisory team
People - AUGUST 27, 2019

Wealth management boutique adds $1.5b advisory team

by Released

Summit Trail Advisors has made two new hires. Jonathan Williams and Kevin Curtis, CFP, AEP, are joining Summit Trail Advisors as partners to open a new office in Harrisburg, Pa.

Williams, Curtis and their team previously worked at Wilmington Trust, where they managed more than $1.5 billion in client assets. The team includes two additional professionals with a senior investment adviser focused on investment planning and implementation and an associate relationship manager who provides day-to-day client service.

As part of Summit Trail Advisors, Williams and Curtis will continue their dedication to the unique needs of ultra-high-net-worth (UHNW) clients with an expertise in pre-/post-transaction planning for private and public business owners. The team’s mid-Atlantic-focused client base has grown over the years to become a national UHNW business that they plan to expand in partnership with their network of attorneys, accountants, investment bankers and other professional advisers.

Summit Trail Advisors currently has more than $6 billion of assets under management. With the backing of Dynasty Financial Partners, Summit Trail has built out a powerful technology and reporting infrastructure.

Summit Trail Advisors currently has offices in Boston, Chicago, New York City, San Francisco, Seattle and now Harrisburg.

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