Duo managing $1.5 billion move to firm that operates network of family offices

Duo managing $1.5 billion move to firm that operates network of family offices
Jonathan Williams and Kevin Curtis will open office in Harrisburg, Pa. for Summit Trail Advisors
AUG 27, 2019
Jonathan D. Williams and Kevin C. Curtis, who managed $1.5 billion at Wilmington Trust, are joining Summit Trail Advisors as partners and will open an office for the firm in Harrisburg, Pa. [More: See more adviser moves in InvestmentNews' Advisers on the Move database.] Summit Trail Advisors, founded in 2015, operates a network of family offices located in New York, Chicago, San Francisco, Boston and Seattle. It has $6 billion in assets under management and is a member of the Dynasty Financial Network. Mr. Williams started his career at UBS and moved to M&T Bank in 2009. The bank acquired Wilmington Trust in 2011. [Recommended video:​ Planning for retirement needs to consider longevity and China] Mr. Curtis began his career in 1991 at Liberty Securities and joined M&T Bank in 1995.

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