Summit Trail goes national with $3B high-end team
The team, formerly with BNP Paribas/Bank of the West, includes 10 seasoned professionals from across the US.
Summit Trail Advisors, a prominent boutique wealth management firm managing $18 billion in client assets, is broadening its footprint across the US with a key acquisition.
On Wednesday, the firm announced its national expansion through the addition of a team from BNP Paribas/Bank of the West.
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