Summit Trail Advisors, a newly formed independent advisory firm of Dynasty Partners, has lured a team of two financial advisors from Barclays Wealth Management that managed more than $500m in assets under management.
Go deeper with GlobalData
Access deeper industry intelligence
Experience unmatched clarity with a single platform that combines unique data, AI, and human expertise.
The team which includes advisor Daniela Pedley and Lauren Cosulich will join Summit Trail’s office in San Francisco and Boston respectively. Cosulich will split her time between Boston and San Francisco.
Prior to joining Barclays, Pedley worked as a senior vice president at Lehman Brothers. She started her career in private wealth management with JPMorgan Private Bank’s San Francisco office.
Cosulich previously worked with private wealth management groups at Lehman Brothers and JPMorgan Private Bank.
Summit Trail Advisors is a wealth management firm that works with research providers as well as their in-house research team to design investment solutions and source unique, highly specialized investment managers.
US Tariffs are shifting - will you react or anticipate?
Don’t let policy changes catch you off guard. Stay proactive with real-time data and expert analysis.
By GlobalDataCosulich said: "We believe that we can now serve our clients — successful entrepreneurs, business owners, and other wealthy families across multiple generations and geographic regions- at a higher level with no conflicts and access to Street-wide offerings."
