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About
Alexandra McCarthy is a Senior Associate at Summit Trail Advisors in New York, NY, where she plays a key role in supporting advisors with the preparation of performance reports and the management of all client requests. Her focus is on serving ultra-high-net-worth individuals and families, providing tailored solutions that encompass family wealth advisory, private investments, estate planning, and next-generation planning.
She has been with Summit Trail Advisors since April 2018, initially serving as Associate and Relationship Manager before being promoted to Senior Associate. Prior to joining Summit Trail, Alexandra worked as an analyst in private wealth management, building foundational expertise in client service, portfolio administration, and financial analysis.
Alexandra holds a Bachelor of Science in Business Administration with a concentration in Finance from Fordham University's Gabelli School of Business. Her expertise areas include personalized wealth management solutions across multiple asset classes—public and private investments, real assets, and trusts—specifically designed for the needs of complex, multi-generational client portfolios.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Summit Trail Advisors | Senior Associate | Jan 2024 to Present | — |
| Summit Trail Advisors | Associate and Relationship Manager | Apr 2018 to Feb 2024 | Summit Trail is a leading Networked Family Office – intentionally designed for those who have outgrown traditional wealth managers and desire the outcomes of a more dynamic, connected approach previou... |
| Private Wealth Management | Analyst | Jul 2015 to Apr 2018 | — |
| Travelers | FMLDP Intern | Jun 2014 to Aug 2014 | Financial Management Leadership Development Program Intern: Support the Business Planning and Analysis team within Personal Insurance Finance, Financial Planning and Analysis and Distribution Finance.... |
| HFP CAPITAL MARKETS | Financial Sales Assistant Intern | Oct 2013 to Jan 2014 | Assisting Senior Wealth Managers and Sales Assistants in client relations and organization of the firm's assets. Ability to work well with tight deadlines and under pressure, excellent communication a... |
Education
Fordham University, Gabelli School of Business
Bachelor of Science; Undergraduate, Business Administration; Finance
2012 — 2015
Weston High School
2008 — 2011
Others at Summit Trail Advisors, LLC (43)
| Name | Role | Location |
|---|---|---|
 | Partner | New York, NY , United States |
B Brandon Woods | Principal | New York, NY , United States |
 | Partner | Chicago, IL , United States |
C Cameron Green | Associate | Chicago, IL , United States |
D Daniela Pedley | Partner | San Francisco, CA , United States |
D Danielle Louton | Partner | San Francisco, CA , United States |
 | Principal | Sarasota, FL , United States |
 | Associate | San Francisco, CA , United States |
 | Partner | TX , United States |
 | Partner | Cold Spring Harbor, NY , United States |
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A Adam Wolf | Analyst | First Manhattan Co. LLC. | New York, NY , United States |
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