Summit Trail Advisors Currently Manages over $14 Billion in Client Assets

Summit Trail Advisors announced today that Brady Barnes joined the firm as Vice President, Relationship Manager. Mr. Barnes will be based in the Harrisburg, Pennsylvania office.

As a Relationship Manager for the $1B Harrisburg team, Mr. Barnes will be key to providing scale to our growing practice that is successfully serving the ultra-high net worth community in Central Pennsylvania and the mid-Atlantic markets.

Before joining Summit Trail Advisors, Mr. Barnes was a Senior Wealth Advisor for Wilmington Trust. He was the lead advisor for a team overseeing $680MM AUM, providing comprehensive wealth management advice to ultra-high-net worth individuals, families and business owners.

“We are thrilled Brady is joining our team. His extensive career in the financial services industry working with high-net-worth business owners in the middle market segment provides him the unique insight we are seeking for a relationship manager to help manage complex client situations and expand our presence into the York and Lancaster, PA markets,” commented Jon Williams, Partner and Advisor at Summit Trail Advisors.

For 12 years, Mr. Barnes was a Senior Commercial Lender in the Central Pennsylvania Market. Working with middle-market business owners providing capital and other financial services gives Brady a unique insight into the needs of our client and prospective client population.

“Brady’s experience is broad, from providing capital as a Senior Commercial Lender to being a Private Banker and most recently as a Senior Wealth Advisor. We’re excited to have Brady on our team, as he will be a seamless fit into our service offerings and our culture,” remarked Kevin C. Curtis, CFP, AEP, Partner and Advisor at Summit Trail Advisors.

About Summit Trail Advisors

Summit Trail Advisors is a leading Networked Family Office with offices in New York, Chicago, San Francisco, Boston, Seattle, and Harrisburg, PA. Founded in 2015, the firm provides investment advisory and family office services to ultra-high net worth individuals, family offices, and non-profit entities, intentionally leveraging the power of its network for the benefit of its clients. Summit Trail sources differentiated investment opportunities, credit solutions, and other professional services for its clients on a completely open architecture basis, using its scale to drive pricing power for clients and to attract the industry’s top talent.

For more information, please visit http://summittrail.com.

About Dynasty

For more than a decade, Dynasty has championed the benefits of independent wealth management for high net worth and ultra-high net worth clients and has contributed to the movement of assets from traditional brokerage channels to the independent channels of wealth management. Dynasty is a provider of technology-enabled wealth management solutions and business services for financial advisory firms primarily focused on serving high net worth and ultra-high net worth clients. Dynasty’s platform and offering have won multiple awards in recent years.

For more information, please visit www.dynastyfinancialpartners.com.

Also visit Dynasty on social media:

LinkedIn: https://www.linkedin.com/company/dynasty-financial-partners

Twitter: @DynastyFP

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