Summit Trail Advisors, LLC

David Hultman is a financial advisor at Summit Trail Advisors, LLC in San Francisco, holding Series 63 and Series 65 licenses with 23 years of industry experience. His prior work includes roles at BancWest Investment Services and Bank of the West from 2011 to 2023, followed by a position at LPL Financial. He is also associated with Summit Trail Securities, LLC as a registered representative. Summit Trail Advisors serves a diverse client base including individuals, families, charitable organizations, corporate entities, trusts, estates, and institutional retirement plans. The firm employs an open-architecture investment approach focused on asset allocation, investment selection, and portfolio construction, offering services such as discretionary and non-discretionary portfolio management, financial planning, family office services, and outsourced chief investment officer consulting.

Benjamin Johnson is a financial advisor at Summit Trail Advisors, LLC with 20 years of industry experience. He holds the Series 63 designation and has been with Summit Trail Advisors since 2015. Prior to that, he worked at Summit Trail Securities, LLC starting in 2017. Summit Trail Advisors serves a diverse client base including individuals, families, charitable organizations, corporate entities, trusts, estates, and institutional retirement plans. The firm employs an open-architecture investment approach focused on asset allocation, investment selection, and portfolio construction, utilizing a blend of ETFs, mutual funds, separate accounts, independent managers, and private funds.

John Scarborough is a financial advisor at Summit Trail Advisors, LLC with 20 years of industry experience. He holds a Series 66 designation and has worked at Summit Trail Advisors since 2015 and Summit Trail Securities since 2016, following a brief tenure at Purshe Kaplan Sterling Investments. He also serves in various roles for certain client trusts associated with the firm. Summit Trail Advisors serves a diverse client base including individuals, families, charitable organizations, corporate entities, trusts, estates, and institutional retirement plans. The firm offers a range of services such as portfolio management, financial planning, family office services, and OCIO consulting, employing an open-architecture investment approach focused on asset allocation, investment selection, and portfolio construction.

Jonathan Wilson is a financial advisor at Summit Trail Advisors, LLC in Corte Madera, CA, holding a Series 65 designation with three years of industry experience. He has been with Summit Trail Advisors since 2017 and has prior experience in plumbing and homemaking roles. Summit Trail Advisors serves a diverse client base including individuals, families, charitable organizations, corporate entities, trusts, estates, and institutional retirement plans. The firm employs an open-architecture investment approach focused on asset allocation, investment selection, and portfolio construction, offering services such as portfolio management, financial planning, family office support, and outsourced chief investment officer consulting.

Danielle Louton is a CFP® professional with two years of industry experience, currently serving at Summit Trail Advisors, LLC. Her prior roles include positions at Family Wealth Strategist, Bank of the West, and Wells Fargo Bank, spanning over 18 years in financial services. Summit Trail Advisors serves a diverse client base, including individuals, families, charitable organizations, business entities, and institutional retirement plans. The firm employs an open-architecture investment approach focused on asset allocation, investment selection, and portfolio construction, tailoring strategies to client-specific objectives.

Brandon Inglis is a financial advisor at Summit Trail Advisors, LLC with five years of industry experience. He holds a Series 65 designation and has worked at several firms, including IEQ Capital, LLC and Miracle Mile Advisors. Outside of finance, he is the owner of Evolve Collective, a clothing production business based in San Francisco. Summit Trail Advisors serves a diverse client base including individuals, families, charitable organizations, corporate entities, trusts, estates, and institutional retirement plans. The firm employs an open-architecture investment approach emphasizing asset allocation, investment selection, and portfolio construction, offering a range of services from portfolio management to family office and OCIO consulting.

David Romhilt is a CFA® charterholder and financial advisor at Summit Trail Advisors, LLC in Chevy Chase, MD, with 10 years of industry experience. He has been with Summit Trail Advisors since 2015. Summit Trail Advisors serves a diverse client base including individuals, families, charitable organizations, corporate entities, trusts, estates, and institutional retirement plans. The firm employs an open-architecture investment approach focused on asset allocation, investment selection, and portfolio construction, offering a range of services such as portfolio management, financial planning, family office services, and outsourced chief investment officer consulting.

Lawrence Whipple III is a financial advisor at Summit Trail Advisors, LLC with 29 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for Bank of America and Merrill for ten years. Summit Trail Advisors serves a diverse client base including individuals, families, charitable organizations, and institutional retirement plans. The firm employs an open-architecture investment approach focused on asset allocation, investment selection, and portfolio construction, offering services such as portfolio management, financial planning, family office support, and outsourced chief investment officer consulting.

Megan Vacca is a financial advisor at Summit Trail Advisors, LLC with 21 years of industry experience. She holds a Series 66 designation and has worked at Summit Trail Advisors since 2015, including a concurrent role at Summit Trail Securities from 2017. Prior to that, she was with Purshe Kaplan Sterling for two years. Summit Trail Advisors serves a diverse client base including individuals, families, charitable organizations, corporate entities, trusts, estates, and institutional retirement plans. The firm employs an open-architecture investment approach focused on asset allocation, investment selection, and portfolio construction, offering a range of services from portfolio management to family office and OCIO consulting.

Jonathan Powell is a CFA® charterholder and holds a Series 66 license with 11 years of industry experience. He has worked at Summit Trail Advisors, LLC since 2015 and was previously with Purshe Kaplan Sterling Investments. Powell is based in New York, NY. Summit Trail Advisors serves a diverse client base including individuals, families, charitable organizations, corporate entities, trusts, estates, and institutional retirement plans. The firm employs an open-architecture investment approach focused on asset allocation, investment selection, and portfolio construction, offering services such as portfolio management, financial planning, family office support, and outsourced CIO consulting.

Jonathan Nickow is a CFP® and CFA® with eight years of industry experience. He has been with Summit Trail Advisors, LLC since 2016 and is also associated with Summit Trail Securities, LLC. In addition to his advisory role, he serves in various capacities for certain client trusts affiliated with the investment adviser. Summit Trail Advisors serves a diverse client base including individuals, families, charitable organizations, corporate entities, trusts, estates, and institutional retirement plans. The firm employs an open-architecture investment approach focused on asset allocation, investment selection, and portfolio construction, utilizing a range of investment vehicles and ongoing manager due diligence.

Seth Katz is a financial advisor at Summit Trail Advisors, LLC in New York, NY, holding a Series 66 designation with 14 years of industry experience. He has been with Summit Trail Advisors since 2015 and previously worked at Purshe Kaplan Sterling Investments. Summit Trail Advisors serves individuals, families, charitable organizations, corporate entities, trusts, estates, and institutional retirement plans. The firm employs an investment process focused on asset allocation, investment selection, and portfolio construction using an open-architecture approach that includes ETFs, mutual funds, separate accounts, independent managers, and private funds.

Michael Cohen is a financial advisor with Summit Trail Advisors, LLC in New York, NY, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Summit Trail Advisors since 2015 and Summit Trail Securities since 2017, and previously worked at Purshe Kaplan Sterling Investments. Outside of his advisory work, Cohen serves on the Village of Lake Success Golf Commission, advising on park management and course conditions. Summit Trail Advisors serves a diverse client base including individuals, families, charitable organizations, and institutional retirement plans. The firm employs an open-architecture investment approach focused on asset allocation, investment selection, and portfolio construction, integrating ETFs, mutual funds, separate accounts, independent managers, and private funds.

Michelle Rudd is a financial advisor at Summit Trail Advisors, LLC in Seattle, WA, holding Series 63 and Series 65 licenses with 31 years of industry experience. Her prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. She also serves in advisory roles for certain client trusts affiliated with her firm. Summit Trail Advisors serves a diverse client base, including individuals, families, charitable organizations, and institutional retirement plans. The firm employs an open-architecture investment approach focused on asset allocation, investment selection, and portfolio construction, tailoring portfolios to client-specific objectives.

Lauren Cosulich is a financial advisor at Summit Trail Advisors, LLC with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Summit Trail Advisors since 2015, including time at Summit Trail Securities. Outside of her advisory role, she serves as secretary for CommunityWalk Inc., a consumer website mapping tool. Summit Trail Advisors serves a diverse client base including individuals, families, charitable organizations, and institutional retirement plans. The firm employs an open-architecture investment approach focused on asset allocation, investment selection, and portfolio construction, offering discretionary and non-discretionary portfolio management along with family office and OCIO services.