People Moves
Summit Trail Advisors Adds Bi-Coastal Team From Barclays
Two more Barclays executives have joined the registered investment advisor's partnership.
Recently-launched Summit Trail Advisors has hired from Barclays to create a new San Francisco, CA- and Boston, MA-based team with $500 million in assets under management.
The RIA was launched last month by six former Barclays executives via Dynasty Financial Partners.
The new team comprises Daniela Pedley and Lauren Cosulich, who join as advisors and partners.
Pedley joins the San Francisco office, having been a director at Barclays since 2008 and a senior vice president at Lehman Brothers before that.
Cosulich, previously a vice president at Barclays for seven years, will be based in Boston but will divide her time between Boston and San Francisco. She previously held roles at Lehman Brothers and JP Morgan Private Bank.
Summit Trail Advisors also has offices in Chicago, IL, and New York City.
