NEW YORK--(BUSINESS WIRE)--Summit Trail Advisors is announcing today that leading advisor Michelle Rudd has joined the firm in the firm’s new Seattle office.
Ms. Rudd was previously at Wells Fargo where she advised on more than $500 million of client assets. Her practice is focused on Ultra High Net Worth families in the Pacific Northwest including successful executives, entrepreneurs, and business owners. Ms. Rudd is focused on helping multi-generational families solve complex family governance issues.
Ms. Rudd has 30 years of experience in the wealth management industry. Most recently, she spent 17 years at Wells Fargo as a Senior VP and Wealth Advisor in Seattle.
“I am excited to join Summit Trail as a Partner and open the Seattle office. UHNW clients demand sophisticated investments, innovative technology, full transparency with fees and terms, and most importantly, alignment of interests,” said Ms. Rudd. “Summit Trail Advisors is designed and dedicated to serving the unique needs of the Ultra High Net Worth client.”
Summit Trail Advisors currently has $5.5 Billion of AUM. With the backing of Dynasty Financial Partners, Summit Trail Advisors has built out a powerful technology platform and are able to fully leverage the comprehensive Dynasty team of industry experts.
Summit Trail Advisors currently has offices in Boston, Chicago, New York, San Francisco and now Seattle. Summit Trail Advisors in a member of Dynasty Financial Partners’ Network of independent financial advisory firms.
“We are thrilled to have Michelle Rudd join the Summit Trail family. She is an advisor with deep expertise in life planning and family governance,” according to Jack Petersen, Managing Partner of Summit Trail Advisors. “Michelle is well respected in the Seattle business community and a natural leader who will help us build the premiere UHNW wealth advisory practice in the Pacific Northwest.”
About Summit Trail Advisors
Summit Trail Advisors is an investment-focused independent wealth management boutique with offices in New York, Boston, Chicago, San Francisco and Seattle. The firm leverages leading research providers and their in-house research team to design investment solutions while sourcing unique, highly specialized investments. They are a large institutional client of the street and source investment opportunities, credit solutions and other professional services for their clients on a completely open architecture basis. For more information, please visit http://summittrail.com.