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@summittrail.com
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Peter Gambee is listed as Partner at Summit Trail Advisors at Summit Trail Advisors, a with 57 employees, based in New York City Metropolitan Area, United States. AeroLeads shows a work email signal at summittrail.com and a matched LinkedIn profile for Peter Gambee.
Peter Gambee previously worked as Partner at Summit Trail Advisors and Managing Director at Barclays Wealth And Investment Management. Peter Gambee holds Master Of Business Administration (Mba), Finance from New York University - Leonard N. Stern School Of Business.
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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.
Listed skills include Holistic Financial Planning, Wealth Management, Investment Advisory, Investment Strategies, and 16 others.
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New York, Ny
Peter joined Summit Trail Advisors in October, 2015 as a Partner with more than 20 years as a client advisor to private business owners, senior executives of public companies, and financial industry professionals. In that role, he and his team have provided holistic wealth management advice to their clients and their families. Prior to joining Summit Trail Advisors, Peter was a Managing Director at Barclays Wealth and Investment Management.
Greater New York City Area
I was a senior member on a team managing over $1 billion of client assets. I worked with clients to address all aspects of their financial needs. This included implementing a suitable investment plan, discussing trust and estate considerations as well as any philanthropic objectives and planning for wealth transfer to future generations.
Greater New York City Area
I was a senior member on a team managing over $1 billion of client assets. I worked with clients and their other advisors to address all aspects of their financial needs. This included implementing a suitable investment plan, discussing trust and estate considerations as well as any philanthropic objectives and planning for wealth transfer to future generations.
Greenwich,Ct
I was a Private Banker in the New England Region of the JPMorgan Private Bank. I focused on the business owner and entrepreneurial segment building upon my background as a former Middle Market Commercial Banker.In this role, I worked with business owners around wealth transfer planning and in implementing suitable investment plans often occurring around liquidity events.
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Blake Target
Colleague at Summit Trail AdvisorsNew York, United States
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Stacie Vance
Colleague at Summit Trail AdvisorsSan Francisco, California, United States
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Alex Shapses
Colleague at Summit Trail AdvisorsNew York, United States
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Louis Filippelli
Colleague at Summit Trail AdvisorsNew York City Metropolitan Area, United States
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Michael Cohen
Colleague at Summit Trail AdvisorsNew York, United States
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JP
Jonathan Powell, Cfa
Colleague at Summit Trail AdvisorsNew York, United States
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Duff Saxe
Colleague at Summit Trail AdvisorsRye, New York, United States
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Kevin Dawson, Cfa
Colleague at Summit Trail AdvisorsNew York, United States
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Christopher Hopkins, Caia
Colleague at Summit Trail AdvisorsNew York, United States
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Michael Sparico
Colleague at Summit Trail AdvisorsNew York, United States
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Quick answers generated from the profile data available on this page.
Peter Gambee works for Summit Trail Advisors.
Peter Gambee is listed as Partner at Summit Trail Advisors at Summit Trail Advisors.
AeroLeads has found 1 work email signal at @summittrail.com for Peter Gambee at Summit Trail Advisors.
Peter Gambee is based in New York City Metropolitan Area, United States while working with Summit Trail Advisors.
Peter Gambee has worked for Summit Trail Advisors, Barclays Wealth And Investment Management, Lehman Brothers, and J.P. Morgan.
Peter Gambee's colleagues at Summit Trail Advisors include Blake Target, Stacie Vance, Alex Shapses, Louis Filippelli, and Michael Cohen.
You can use AeroLeads to view verified contact signals for Peter Gambee at Summit Trail Advisors, including work email, phone, and LinkedIn data when available.
Peter Gambee holds Master Of Business Administration (Mba), Finance from New York University - Leonard N. Stern School Of Business.
Peter Gambee is listed with skills including Holistic Financial Planning, Wealth Management, Investment Advisory, Investment Strategies, Asset Allocation, Fiduciary, Estate Planning, and Private Banking.
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