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Summit Path Advisors opens Harrisburg workplace – Pennsylvania Enterprise Report

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Summit Trail Advisors, an investment-focused independent wealth management firm, will hold the ribbon-cutting ceremony for its Harrisburg office on Wednesday.

Harrisburg Mayor Eric Papenfuse and state Sen. John DiSanto (R- (Dauphin/Perry) are scheduled to attend.

“Particularly given the difficult economic environment of the past eight months with the COVID-19 mitigation measures in place, it’s a pleasure to welcome Summit Trail Advisors to the City of Harrisburg,” DiSanto said.

The office will manage more than $1 billion in client assets. Jon Williams, partner and advisor; Kevin Curtis, partner and advisor; and Emily Trang, associate relationship manager, will work out of the office.

“We launched with Summit Trail Advisors about 14 months ago and have seen significant growth in the Harrisburg market working with entrepreneurs and business owners in commercial real estate, public company executives, private equity partners, and industry disrupting founders,” Williams said. “We have strong ties to the Harrisburg community and are deeply committed to serving our clients in Central Pennsylvania.”

Summit Trail Advisors manages $10 billion in client assets nationwide. It also has offices in Boston, Chicago, New York, San Francisco, and Seattle.

The firm is a member of the Dynasty Network of advisory firms and provides highly specialized investments, credit solutions, and other professional services.

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