Sarah Silverio, Cfa
AeroLeads people directory · profile

Sarah Silverio, Cfa Email & Phone Number

Partner at Summit Trail Advisors at Summit Trail Advisors
Location: New York, United States 7 work roles 1 school
1 work email found @summittrail.com 7 phones found area 978, 917, and 212 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 7 phones

Work email s****@summittrail.com
Direct phone (978) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Summit Trail Advisors
Role
Partner at Summit Trail Advisors
Location
New York, United States
Company size
57 employees

Who is Sarah Silverio, Cfa? Overview

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Quick answer

Sarah Silverio, Cfa is listed as Partner 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, phone signal with area code 978, 917, 212, and a matched LinkedIn profile for Sarah Silverio, Cfa.

Sarah Silverio, Cfa previously worked as Partner at Summit Trail Advisors and Principal at Summit Trail Advisors. Sarah Silverio, Cfa holds B.S., Finance, Accounting from Lehigh University College Of Business.

Company email context

Email format at Summit Trail Advisors

This section adds company-level context without repeating Sarah Silverio, Cfa's masked contact details.

*@summittrail.com
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AeroLeads found 1 current-domain work email signal for Sarah Silverio, Cfa. Compare company email patterns before reaching out.

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Profile bio

About Sarah Silverio, Cfa

Sarah Silverio, Cfa is a Partner at Summit Trail Advisors at Summit Trail Advisors. She possess expertise in alternative investments, estate planning, bonds, fixed income, portfolio management and 20 more skills.

Listed skills include Alternative Investments, Estate Planning, Bonds, Fixed Income, and 21 others.

Current workplace

Sarah Silverio, Cfa's current company

Company context helps verify the profile and gives searchers a useful next step.

Summit Trail Advisors
Summit Trail Advisors
Partner at Summit Trail Advisors
new york, new york, united states
Website
summittrail.com
Employees
57
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Company profile
View company profile Email format
7 roles

Sarah Silverio, Cfa work experience

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

Principal

Summit Trail Advisors

Greater New York City 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.

Aug 2017 - Feb 2024

Senior Account Manager

Fischer & Company

New York, New York

I advised high net worth and middle market institutions on their investment portfolios and served as a primary point of contact for client service needs. Research responsibilities included regular portfolio analysis to assess risk, liquidity, investment concentrations, and asset class exposures.

Feb 2014 - Aug 2017

Associate - Private Banking

J.P. Morgan

New York, New York

I worked for two years managing discretionary client assets and also spent time as part of the business management team under the Private Banking COO umbrella.

Apr 2011 - Feb 2014

Analyst

Blackrock Solutions

New York, New York

I utilized BlackRock's analytical models, reports and large scale data processing tools to help clients manage their portfolio risk, exposure and performance.

Sep 2009 - Apr 2011

Analyst

Blackrock

New York, New York

I was a member of the Global Client Group, focusing on Private Banks and how BlackRock funds could help their high net worth clients achieve their goals.

Jul 2008 - Sep 2009

Summer Intern

Goldman Sachs

New York, New York

Product Control Group

Jun 2007 - Aug 2007
Team & coworkers

Colleagues at Summit Trail Advisors

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

AM Adam M. Betancourt, Cfa Adam M. Betancourt, Cfa Colleague at Summit Trail AdvisorsNew York City Metropolitan Area, United States View → PG Peter Gambee Peter Gambee Colleague at Summit Trail AdvisorsNew York City Metropolitan Area, United States View → JP Jonathan Powell, Cfa Jonathan Powell, Cfa Colleague at Summit Trail AdvisorsNew York, United States View → KH Katherine Harrington Katherine Harrington Colleague at Summit Trail AdvisorsNew York, United States View → SE Shai Ellberger Shai Ellberger Colleague at Summit Trail AdvisorsNew York, United States View → CP Cindy Pagés Cindy Pagés Colleague at Summit Trail AdvisorsDarien, Connecticut, United States View → TP Tobit Powell Tobit Powell Colleague at Summit Trail AdvisorsNew York City Metropolitan Area, United States View → TM Tony Morel Tony Morel Colleague at Summit Trail AdvisorsNew York, United States View → HM Haim M. Haim M. Colleague at Summit Trail AdvisorsNew York City Metropolitan Area, United States View → MS Michelle Schweizer Michelle Schweizer Colleague at Summit Trail AdvisorsNew York City Metropolitan Area, United States View →
1 education record

Sarah Silverio, Cfa education

FAQ

Frequently asked questions about Sarah Silverio, Cfa

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

What company does Sarah Silverio, Cfa work for?

Sarah Silverio, Cfa works for Summit Trail Advisors.

What is Sarah Silverio, Cfa's role at Summit Trail Advisors?

Sarah Silverio, Cfa is listed as Partner at Summit Trail Advisors at Summit Trail Advisors.

What is Sarah Silverio, Cfa's email address?

AeroLeads has found 1 work email signal at @summittrail.com for Sarah Silverio, Cfa at Summit Trail Advisors.

What is Sarah Silverio, Cfa's phone number?

AeroLeads has found 7 phone signal(s) with area code 978, 917, 212 for Sarah Silverio, Cfa at Summit Trail Advisors.

Where is Sarah Silverio, Cfa based?

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

What companies has Sarah Silverio, Cfa worked for?

Sarah Silverio, Cfa has worked for Summit Trail Advisors, Fischer & Company, J.P. Morgan, Blackrock Solutions, and Blackrock.

Who are Sarah Silverio, Cfa's colleagues at Summit Trail Advisors?

Sarah Silverio, Cfa's colleagues at Summit Trail Advisors include Adam M. Betancourt, Cfa, Peter Gambee, Jonathan Powell, Cfa, Katherine Harrington, and Shai Ellberger.

How can I contact Sarah Silverio, Cfa?

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

What schools did Sarah Silverio, Cfa attend?

Sarah Silverio, Cfa holds B.S., Finance, Accounting from Lehigh University College Of Business.

What skills is Sarah Silverio, Cfa known for?

Sarah Silverio, Cfa is listed with skills including Alternative Investments, Estate Planning, Bonds, Fixed Income, Portfolio Management, Capital Markets, Investments, and Fund Of Funds.

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