Summit Trail Advisors Expands Nationally [Yahoo! Finance]
BNP PARIBAS SPONS ADR (BNPQY)
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Source: Yahoo! Finance
NEW YORK, June 12, 2024 BUSINESS WIRE )--Summit Trail Advisors, a leading boutique wealth management firm with $18 billion in client assets, today announced the addition of the former Key Client Group of BNP Paribas/Bank of the West to its roster of professionals, serving ultra-high net worth (UHNW) individuals, families, and institutions across the US. The Key Client Group managed over $3 billion in client assets at BNP Paribas' Bank of the West before it was acquired by BMO in 2023. The team is comprised of 10 seasoned professionals including: Mr. David Hultman and Ms. Danielle Louton , Partners and Advisors based in San Francisco Ms. Shima Salehi , Partner and Advisor based in Portland, Oregon, leading the firm's expansion in the Pacific Northwest Mr. Matthew Marsh , Partner and Advisor based in Denver, Colorado, leading the firm's expansion in the Rocky Mountain Region Mr. Ali Homayounfar , formerly Head of the Key Client Group, Partner and Head of Business Development
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