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Jack Petersen

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Jack Petersen

Co-Founder, Managing Partner | Summit Trail Advisors

New York, New York, United States

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Jack Petersen

Summary

Jack Petersen is a seasoned finance professional with over three decades of experience in wealth management and investment advisory services. As the Co-Founder and Managing Partner of Summit Trail Advisors, he leads a team focused on delivering tailored financial solutions for high-net-worth individuals and families. His extensive background includes leadership roles at prestigious firms such as Barclays Wealth Management and Lehman Brothers, where he honed his expertise in asset management and corporate finance. Jack's innovative approach to wealth management emphasizes independence and client-centric strategies, setting his firm apart in a competitive industry. He is also a published thought leader, sharing insights on investment strategies and the evolving landscape of financial advisory. Jack holds an MBA from The Tuck School of Business at Dartmouth and a Bachelor's degree in Finance from the University of Minnesota. Outside of work, he is passionate about mentoring aspiring finance professionals and exploring emerging investment opportunities.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Emerging Technologies

Leadership Development

Organisational experience

Corporate Experience

Jack Petersen

Work Experience

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Co-Founder, Managing Partner at

Summit Trail Advisors

January 2015 - Present

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Managing Director and Head of Barclays Wealth, Americas at

BARCLAYS PLC

January 2008 - January 2015

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Global Head of Wealth Management at

Lehman Brothers

January 2003 - January 2008

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Managing Director, Private Wealth Management at

MORGAN STANLEY ADMINISTRADORA DE CARTEIRAS S/A

January 1993 - January 2003

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Jack Petersen

Education

The Tuck School of Business at Dartmouth, Master Of Business Administration

January 1991 - January 1993

University of Minnesota, Bachelor Of Science

January 1984 - January 1988

Frequently Asked Questions about Jack Petersen

What is Jack Petersen email address?

Jack Petersen's primary email address is *************@summittrail.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Jack Petersen work for?

Jack Petersen is a Co-Founder, Managing Partner at Summit Trail Advisors, a company specializing in Monetary Authorities-Central Bank.

Where Jack Petersen graduated from?

Jack Petersen holds a degree in General Management from The Tuck School of Business at Dartmouth.

How can I directly contact Jack Petersen?

To contact Jack Petersen directly, you can use the email address *************@summittrail.com. Complete contact information is available upon registration with Muraena.

Who is Jack Petersen?

Jack Petersen is a seasoned finance professional with over three decades of experience in wealth management and investment advisory services. As the Co-Founder and Managing Partner of Summit Trail Advisors, he leads a team focused on delivering tailored financial solutions for high-net-worth individuals and families. His extensive background includes leadership roles at prestigious firms such as Barclays Wealth Management and Lehman Brothers, where he honed his expertise in asset management and corporate finance. Jack's innovative approach to wealth management emphasizes independence and client-centric strategies, setting his firm apart in a competitive industry. He is also a published thought leader, sharing insights on investment strategies and the evolving landscape of financial advisory. Jack holds an MBA from The Tuck School of Business at Dartmouth and a Bachelor's degree in Finance from the University of Minnesota. Outside of work, he is passionate about mentoring aspiring finance professionals and exploring emerging investment opportunities.

Jack`s contact details

mail

*************@summittrail.com

*************@barclays.com

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Catherine Cowie

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Christina Sierra Jd Ll

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Joanna Lopez

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