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Jack Petersen is listed as Co-Founder, Managing Partner at Summit Trail Advisors at Summit Trail Advisors, based in New York, New York, United States. AeroLeads shows a matched LinkedIn profile for Jack Petersen.
Jack Petersen previously worked as Co-Founder, Managing Partner at Summit Trail Advisors and Managing Director and Head of Barclays Wealth, Americas at Barclays Wealth Management. Jack Petersen holds Master Of Business Administration, General Management from The Tuck School Of Business At Dartmouth.
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After over a combined 100+ years advising high-net-worth individuals and families at large investment firms, my partners and I founded Summit Trail Advisors, a private investment office with a vision: to deliver clients the investment prowess and resources of a private bank through the independence of a boutique.As an independent, client-centric boutique, we are able to choose best-in-class resources in order to make the most objective and optimized recommendation for every client. These independent decisions are anchored by our collective extensive experience within large investment firms.Feel free to email me at jack.petersen@summittrail.com or call me at 212-812-7007 to set up a 15-minute intro call.
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New York, NY, US
Summit Trail is a leading Networked Family Office – intentionally designed for those who have outgrown traditional wealth managers and desire the outcomes of a more dynamic, connected approach previously only found with individual family offices.
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Jack Petersen works for Summit Trail Advisors.
Jack Petersen is listed as Co-Founder, Managing Partner at Summit Trail Advisors at Summit Trail Advisors.
Jack Petersen is based in New York, New York, United States while working with Summit Trail Advisors.
Jack Petersen has worked for Summit Trail Advisors, Barclays Wealth Management, Lehman Brothers, and Morgan Stanley.
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Jack Petersen holds Master Of Business Administration, General Management from The Tuck School Of Business At Dartmouth.
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