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How exactly five ex-Barclays advisors and one analyst across three time zones combined to make a $3 billion RIA

A 38-year-old researcher played point man in the offensive that formed Summit Trail Advisors with offices in New York, Chicago and San Francisco

Author Lisa Shidler August 3, 2015 at 6:35 PM
no description available
Dave Romhilt: I was having all of these conversations separately and Tom Palecek said, 'What are we going to do about this?'

Jeff Spears

Jeff Spears

August 3, 2015 — 9:10 PM

An impressive story that reminds me of the successful strategy of independent firm Argos Wealth Advisors.

A huge advantage that most independent wealth management firms do not take advantage of is their ability to work with early life cycle money managers who have a better chance of providing alpha..



August 6, 2015 — 3:39 PM

Summit Trail talks a lot about research and offering other investments that weren’t available to them in the past. Where are they getting their research…are they using a product to gain access to this data?

brooke southall

brooke southall

August 6, 2015 — 4:40 PM


Unless I’m mistaken they are using Callan Research. I think that is the Dynasty standard.




August 6, 2015 — 5:19 PM

I found out. They’re using Smart Vision by evestment. I believe most large firms use evestment.

camelia waxman

camelia waxman

May 24, 2016 — 1:06 AM

Useful writing . I was enlightened by the facts , Does someone know if my assistant could locate a blank Form 1 copy to complete ?

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