Jonathan Powell, Cfa
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Jonathan Powell, Cfa Email & Phone Number

Principal at Summit Trail Advisors at Summit Trail Advisors
Location: New York, United States 8 work roles 3 schools
2 work emails found @summittrail.com LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 2 work emails

Work email j****@summittrail.com
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Current company
Summit Trail Advisors
Role
Principal at Summit Trail Advisors
Location
New York, United States
Company size
57 employees

Who is Jonathan Powell, Cfa? Overview

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Quick answer

Jonathan Powell, Cfa is listed as Principal at Summit Trail Advisors at Summit Trail Advisors, a with 57 employees, based in New York, United States. AeroLeads shows a work email signal at summittrail.com and a matched LinkedIn profile for Jonathan Powell, Cfa.

Jonathan Powell, Cfa previously worked as Principal at Summit Trail Advisors and Vice President at Summit Trail Advisors. Jonathan Powell, Cfa holds Ba, Economics, Political Science from Bucknell University.

Company email context

Email format at Summit Trail Advisors

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*@summittrail.com
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AeroLeads found 2 current-domain work email signals for Jonathan Powell, Cfa. Compare company email patterns before reaching out.

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Profile bio

About Jonathan Powell, Cfa

Jonathan Powell, Cfa is a Principal at Summit Trail Advisors at Summit Trail Advisors. He possess expertise in investments, fixed income, financial modeling, microsoft excel, equities and 5 more skills.

Listed skills include Investments, Fixed Income, Financial Modeling, Microsoft Excel, and 6 others.

Current workplace

Jonathan Powell, Cfa's current company

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Summit Trail Advisors
Summit Trail Advisors
Principal at Summit Trail Advisors
new york, new york, united states
Website
summittrail.com
Employees
57
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Company profile
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8 roles

Jonathan Powell, Cfa work experience

A career timeline built from the work history available for this profile.

Associate

Summit Trail Advisors

San Francisco Bay Area

Summit Trail Advisors is a private investment office founded by a group of experienced professionals with a vision: to deliver clients the investment prowess and resources of a private bank through the independence of a boutique. Today, we are able to choose what we believe are the best resources for our business, and free to make our best recommendations for every client. These independent decisions are anchored by our extensive experience within large investment firms.

Aug 2015 - Jan 2019
Team & coworkers

Colleagues at Summit Trail Advisors

Other employees you can reach at summittrail.com. View company contacts for 57 employees →

BW Brandon Woods Brandon Woods Colleague at Summit Trail AdvisorsNew York, United States View → AJ Annika Jonas-Day Annika Jonas-Day Colleague at Summit Trail AdvisorsNew York, United States View → JU Joshua Ulin Joshua Ulin Colleague at Summit Trail AdvisorsNew York City Metropolitan Area, United States View → JL Joanna Lopez Joanna Lopez Colleague at Summit Trail AdvisorsNew York City Metropolitan Area, United States View → MV Megan Vacca Megan Vacca Colleague at Summit Trail AdvisorsNew York, United States View → LF Louis Filippelli Louis Filippelli Colleague at Summit Trail AdvisorsNew York City Metropolitan Area, United States View → IB Isabella Blackman Isabella Blackman Colleague at Summit Trail AdvisorsWalnut Creek, California, United States View → SE Shai Ellberger Shai Ellberger Colleague at Summit Trail AdvisorsNew York, United States View → MR Michelle Rudd Michelle Rudd Colleague at Summit Trail AdvisorsSeattle, Washington, United States View → PG Peter Gambee Peter Gambee Colleague at Summit Trail AdvisorsNew York City Metropolitan Area, United States View →
3 education records

Jonathan Powell, Cfa education

Ba, Economics, Political Science

Bucknell University

Activities and Societies: Economics Teacher's Assistant, Sigma Alpha Epsilon

Education record

New Canaan
FAQ

Frequently asked questions about Jonathan Powell, Cfa

Quick answers generated from the profile data available on this page.

What company does Jonathan Powell, Cfa work for?

Jonathan Powell, Cfa works for Summit Trail Advisors.

What is Jonathan Powell, Cfa's role at Summit Trail Advisors?

Jonathan Powell, Cfa is listed as Principal at Summit Trail Advisors at Summit Trail Advisors.

What is Jonathan Powell, Cfa's email address?

AeroLeads has found 2 work email signals at @summittrail.com for Jonathan Powell, Cfa at Summit Trail Advisors.

Where is Jonathan Powell, Cfa based?

Jonathan Powell, Cfa is based in New York, United States while working with Summit Trail Advisors.

What companies has Jonathan Powell, Cfa worked for?

Jonathan Powell, Cfa has worked for Summit Trail Advisors, Barclays Wealth And Investment Management, Factset Research Systems, and Prologue Capital.

Who are Jonathan Powell, Cfa's colleagues at Summit Trail Advisors?

Jonathan Powell, Cfa's colleagues at Summit Trail Advisors include Brandon Woods, Annika Jonas-Day, Joshua Ulin, Joanna Lopez, and Megan Vacca.

How can I contact Jonathan Powell, Cfa?

You can use AeroLeads to view verified contact signals for Jonathan Powell, Cfa at Summit Trail Advisors, including work email, phone, and LinkedIn data when available.

What schools did Jonathan Powell, Cfa attend?

Jonathan Powell, Cfa holds Ba, Economics, Political Science from Bucknell University.

What skills is Jonathan Powell, Cfa known for?

Jonathan Powell, Cfa is listed with skills including Investments, Fixed Income, Financial Modeling, Microsoft Excel, Equities, Financial Analysis, Portfolio Management, and Valuation.

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