Summit Trail Advisors is adding two new advisors with more than $1.5 billion in managed client assets who will open a new office for the firm in Harrisburg, Pa.
Prior to joining Summit, Jonathan D. Williams and Kevin C. Curtis worked at Wilmington Trust, with more than 14 years and 25 years in the wealth management industry, respectively. The duo specializes in assisting ultra-high-net-worth (UHNW) clients, with an emphasis on pre and post-transaction planning for business owners. The two advisors work with clients throughout the Mid-Atlantic region and around the country.
“Large sophisticated clients expect unbiased advice with free transparency, comprehensive reports and access to unique investment opportunities,” Williams said. “At Summit Trail, our interests are aligned with our clients.”
The two advisors have worked with numerous business owners on multi-generational planning, from those owners who intend to sell their businesses to those who want to take their companies public (they’ve also worked with commercial real estate developers). Curtis said the duo joined Summit Trail Advisors (which is backed by Dynasty Financial Partners) after meeting with the firm; from the start, Summit struck Williams and Curtis as being “very different.”
“They have a powerful network of UHNW clients, professional advisors and service providers that the firm can leverage to directly benefit our clients as unique problems, questions and opportunities develop,” Curtis said.
Summit was founded in July 2015 by a number of former Barclays advisors, and currently has more than $6 billion in assets under management. The Harrisburg office is not the only recent addition; last month, Summit announced they were opening a new Seattle office by hiring Michelle Rudd, who managed more than $500 million in client assets and joined Summit from Wells Fargo. The firm, which also has offices in Boston, Chicago, New York and San Francisco, also launched the STA Investment Alliance last month, which they pledged would help independent advisory firms research and implement investment strategies focused on alternative offerings.