Summit Trail Advisors, a leading boutique wealth management firm with $18 billion in assets under management, announced that Paul D. Hoskin, CFP, has joined the firm as Partner and Advisor in Newport Beach, California.
On June 11, 2024, Summit Trail Advisors had announced that ten professionals from the Key Client Group of BNP Paribas/Bank of the West had joined its roster of professionals serving ultra-high net worth (UHNW) individuals, families, and institutions, significantly expanding the firm’s U.S. footprint. And the Key Client Group managed over $3 billion in client assets at BNP Paribas/Bank of the West before it was acquired by BMO in 2023.
Hoskin was a Key Client Group Advisor based in Newport Beach managing over $500 million in assets while providing advisory services to business owners and UHNW families. And he specializes in helping business owners with their capital needs, succession planning, and managing their personal generational wealth. Previously, he worked at Citibank and US Trust.
Adding an office in Newport Beach, California, will bring Summit Trail’s total number of locations to 10. And the firm maintains a presence in key markets across the country: New York, NY; Boston, MA; Harrisburg, PA; Chicago, IL; Dallas, TX; Denver, CO; Seattle, WA; Portland, OR and San Francisco, CA.
KEY QUOTES:
“We are thrilled to welcome Paul to Summit Trail. His deep experience working with business owners in the Southern California market will be crucial to the further expansion of our business.”
- Jack Petersen, Managing Partner of Summit Trail Advisors
“I look forward to serving my clients by leveraging the exceptional investment and estate planning capabilities of Summit Trail Advisors, as well as its family office resources.”
- Paul Hoskin
