SUMMIT TRAIL ADVISORS, LLC of NEW YORK, NY is an SEC-registered investment adviser (CRD 220519). Regulatory assets under management: $19.9B.
Compensation: % of AUM, Hourly, Fixed, Performance.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Other.
| Name | Role | Location |
|---|---|---|
| Joseph Erigo | CHIEF COMPLIANCE OFFICER | New York, NY |
| Jack Barry Petersen | MANAGER/MEMBER | — |
| David Wade Romhilt | CHIEF INVESTMENT OFFICER | — |
| Alan Raboy | CHIEF FINANCIAL OFFICER | — |
| Jeffrey Karl Ringdahl | PRESIDENT, PARTNER, AND CHIEF OPERATING OFFICER | — |
| JOHNSON LARY PAUL | MEMBER | — |
| JOHNSON ANDREW P | MEMBER | — |
| LEE JACK C | MEMBER | — |
| PETERSEN JACK BARRY | CHIEF COMPLIANCE OFFICER/ MANAGER/MEMBER; MANAGER/MEMBER | — |
| SCARBOROUGH JOHN W | MEMBER | — |
| CANTELUPE JAMES FRANK | MEMBER | — |
| ROMHILT DAVID WADE | CHIEF INVESTMENT OFFICER; MEMBER | — |
| PALECEK THOMAS P | MEMBER | — |
| LEE DON CHRISTOPHER | MEMBER | — |
| CALLANAN KEITH MARTIN | CHIEF COMPLIANCE OFFICER | — |
| HARMS THOMAS KERSHAW | CHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| SCARBOROUGH JOHN WILLIAM | MEMBER | — |
| PALECEK THOMAS PETER | MEMBER | — |
| KATZ SETH AARON | MEMBER | — |
| SAXE JOHN DUFF | MEMBER | — |
| PEDLEY DANIELA | MEMBER | — |
| MCGUINNESS JOHN P | CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL | — |
| ERIGO JOSEPH | CHIEF COMPLIANCE OFFICER | — |