NEW YORK–(BUSINESS WIRE)–Summit Trail Advisors is proud to announce the promotion of Caitlin Hagan, Sarah Silverio, and Michelle Zeng to Partner.
Caitlin Hagan has been with Summit Trail since its inception in 2015 and is a Relationship Manager for the firm’s Chicago office where she manages some of the largest family office relationships and is an invaluable resource for clients’ daily family office needs. Caitlin also oversees all operational, compliance, and human resource initiatives for Summit Trail’s Chicago office. Sarah Silverio, a Chartered Financial Analyst (CFA), is based in the New York office and joined the firm in 2017. Sarah is an Advisor to select clientele on all aspects of their complex financial lives. Michelle Zeng, CFA, has been a member of Summit Trail’s Investment team in New York since inception and leads the firm’s due diligence in marketable assets as well as its operational due diligence process. Michelle is a voting member on the Summit Trail Investment Committee and is a key contributor to Summit Trail investment portfolios.
Jack Petersen, Managing Partner, said: “All the Partners at Summit Trail believe that our people and culture are our most valuable assets, and ultimately what allows us to grow a better business together. The continuity of our partnership by adding new members is a critical component of guiding generational wealth for our clients.”
Summit Trail completed a comprehensive evaluation process in considering partnership candidacy, with a focus on selecting the most talented and dedicated colleagues to build the future of the firm. Petersen continued: “Caitlin, Sarah, and Michelle have been longstanding contributors to our success, and we are proud not only to welcome them to the Summit Trail Partnership but to have them as the first Partner promotions in our firm’s history.”
Summit Trail Advisors is a member of the Dynasty Network of financial advisory firms.
Summit Trail Advisors is a $16 billion independent advisory firm with offices based in New York, Chicago, San Francisco, Boston, Seattle, Harrisburg, and Washington DC. Founded in 2015, Summit Trail provides advisory services related to investments, financial planning, benefits, and insurance as well as overall family office services to ultra-high net worth individuals, family offices and small institutions. The firm’s headquarters are in New York, NY. For more information, please visit http://summittrail.com.