Summit Trail Advisors, a leading boutique wealth management firm with $18 billion in client assets, announced the addition of the former Key Client Group of BNP Paribas/Bank of the West to its roster of professionals, serving ultra-high net worth (UHNW) individuals, families, and institutions nationwide.
The Key Client Group managed $3+ billion in client assets at BNP Paribas’ Bank of the West before it was acquired by BMO in 2023. And the team is comprised of 10 seasoned professionals including:
1.) David Hultman and Danielle Louton, Partners and Advisors based in San Francisco
2.) Shima Salehi, Partner and Advisor based in Portland, Oregon, leading the firm’s expansion in the Pacific Northwest
3.) Matthew Marsh, Partner and Advisor based in Denver, Colorado, leading the firm’s expansion in the Rocky Mountain Region
4.) Ali Homayounfar, formerly Head of the Key Client Group, Partner and Head of Business Development based in New York
5.) Roberto Homar, Advisor and Portfolio Management Specialist based in New York
6.) Tony Morel, Investment Specialist based in New York
7.) Dimitre Ivanov, Head of Business Management and Client Reporting based in Chicago
8.) Ina Locsin, Client Service Officer based in San Francisco
9.) Tannaz Sanandaj, Client Service Officer based in Los Angeles
The new offices in Portland, Oregon and Denver, Colorado, will be joining existing Summit Trail locations in New York, New York; Harrisburg, Pennsylvania; Boston, Massachusetts; Chicago, Illinois; San Francisco, California; and Seattle, Washington.
Summit Trail developed a solid technology and reporting infrastructure in its 9 years as an independent firm, solidifying a position as a leader in the industry. And the firm serves individuals and families who have outgrown traditional wealth management and seek a more dynamic approach previously only found in private family offices or entities that provide investing, tax, governance, and legacy planning to UHNW families.
Dynasty Investment Bank also served as an exclusive buy-side advisor to Summit Trail Advisors and provided financing for the transaction.
KEY QUOTES:
“We are thrilled to welcome this incredibly talented team to Summit Trail. Their culture, expertise and commitment to their clients made this a perfect fit and will strategically enhance our national footprint in key new markets.”
– Jack Petersen, Managing Partner of Summit Trail Advisors
“This expansion marks a new chapter for Summit Trail Advisors, reinforcing their dedication to delivering premier wealth management services across the country. We are excited to support their dynamic growth and are confident that their enhanced presence nationally will bring unparalleled value to their clients.”
– Shirl Penney, CEO and Founder of Dynasty Financial Partners
