Summit Trail Advisors nabbed a team managing more than $300 million in ultra-high-net-worth assets, according to the firm.
Justin Waterman and Sarah Silverio will join Summit Trail, an RIA affiliated with Dynasty Financial, at their New York City offices. Summit Trail also has locations in Chicago, Boston and San Francisco, and is looking to expand their national footprint to at least six cities in the next five years, according to managing partner Jack Petersen.
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