NEW YORK--(BUSINESS WIRE)--Summit Trail Advisors is pleased to announce that two advisors – Jonathan D. Williams and Kevin C. Curtis, CFP®, AEP® – are joining Summit Trail Advisors as Partners to open a new office in Harrisburg, PA.
Mr. Williams, Mr. Curtis, and their team previously worked at Wilmington Trust where they managed over $1.5 billion in client assets. The team includes two additional professionals with a Senior Investment Advisor focused on investment planning and implementation and an Associate Relationship Manager who provides day-to-day client service.
As part of Summit Trail Advisors, Mr. Williams and Mr. Curtis will continue their dedication to the unique needs of UHNW clients with an expertise in pre/post transaction planning for private and public business owners. The team’s Mid-Atlantic focused client base has grown over the years to become a national UHNW business that they plan to expand in partnership with their network of attorneys, accountants, investment bankers, and other professional advisors.
“The comprehensive advisory platform provided by Summit Trail and Dynasty will allow us to better serve our clients in all areas of wealth management including investments, credit, and life planning,” said Jonathan Williams. “Large sophisticated clients expect unbiased advice with fee transparency, comprehensive reporting, and access to unique investment opportunities. At Summit Trail, our interests are aligned with our clients.”
“Jon and I had been doing industry due diligence for a long time and it became evident shortly after meeting Summit Trail that they were different, very different” says Kevin Curtis. “They have a powerful network of UHNW clients, professional advisors, and service providers that the firm can leverage to directly benefit our clients as unique problems, questions, and opportunities develop.”
“We are proud to welcome Jon, Kevin and their team to Summit Trail Advisors. They have a significant advisory practice with deep connections to their clients and the community,” said Jack Petersen, Managing Partner of Summit Trail Advisors. “We are glad to have Jon and Kevin joining as our two newest Partners. Their expertise, personal relationships with their small group of large clients, and high energy will contribute greatly to our firm’s culture of integrity and client dedication.”
Mr. Williams and Mr. Curtis work with some of the most successful entrepreneurs within the Mid-Atlantic and across the U.S. Given the dynamic of this client base, they have gained a deep understanding of the complexities of multi-generational planning for business owners, including pre- and post-sale planning strategies for clients who either sell their business or decide to take their company into the public markets. Additionally, their practice has partnered with several successful commercial real estate developers throughout the years. Their work with these entrepreneurs has given the team extensive experience in custom credit and cash-flow solutions, along with complex estate and tax planning strategies that are unique to successful developers.
Jonathan D. Williams has over 14 years experience in the wealth management industry having worked at UBS and M&T Bank before merging with Wilmington Trust in 2011. As a Senior Wealth Advisor, he advised a small group of UHNW clients with a focus on private business owners, public company executives, and entrepreneurs.
Kevin C. Curtis, CFP®, AEP® has over 25 years in the wealth management industry having worked at M&T Bank before merging with Wilmington Trust in 2011. As a Senior Wealth Advisor, Mr. Curtis has worked with private business owners, entrepreneurs, foundations, and endowments.
Summit Trail Advisors currently has over $6 billion of AUM. With the backing of Dynasty Financial Partners, Summit Trail has built out a powerful technology and reporting infrastructure.
Summit Trail Advisors currently has offices in Boston, Chicago, New York, San Francisco, Seattle, and now Harrisburg.
This announcement comes on the heels of an impressive growth year with Summit Trail Advisors reaching +$6 billion of AUM. On July 31, 2019, Summit Trail launched the STA Investment Alliance, opening up its investment platform to RIAs and family offices. In addition, on July 19, 2019, Summit Trail announced that financial advisor Michelle Rudd joined as a Partner, managing the firm’s new office in Seattle. She previously managed $500 million in client assets.
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 serves as the outsourced family office and CIO for ultra-high net worth individuals, family offices, and non-profit entities, intentionally leveraging the power of its network for the benefit of its clients. It is a large institutional client of the street and 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.