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Jack Petersen
Jack Petersen
Co-Founder, Managing Partner | Summit Trail Advisors
New York, New York, United States
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.
Jack Petersen
Work Experience
Co-Founder, Managing Partner at
Summit Trail Advisors
January 2015 - Present
Managing Director and Head of Barclays Wealth, Americas at
BARCLAYS PLC
January 2008 - January 2015
Global Head of Wealth Management at
Lehman Brothers
January 2003 - January 2008
Managing Director, Private Wealth Management at
MORGAN STANLEY ADMINISTRADORA DE CARTEIRAS S/A
January 1993 - January 2003
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
*************@summittrail.com
*************@barclays.com
Colleagues
Vice President, Head of Client Reporting & Analysis
Vice President
Vice President | Family Office
Vice President, Investments
Vice President
VP Family Office
Vice President
Vice President, Relationship Manager
Vice President, Fiduciary Counsel
Vice President