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About
Ali Homayounfar is a Partner and Head of Business Development at Summit Trail Advisors, based in New York. In this capacity, he focuses on strategic growth initiatives and relationship management for ultra-high-net-worth individuals, families, family offices, and institutional clients nationwide, leveraging Summit Trail’s platform to deliver bespoke wealth management solutions.
Prior to joining Summit Trail in 2024, Ali led the Key Client Group at BNP Paribas Wealth Management and Bank of the West as Executive Vice President, managing over $3 billion in assets and overseeing a team of professionals serving sophisticated investors and large private clients. He previously served as Founder and Managing Partner of Atlantic Zagros Financial Partners LLC at Zagros Strategic Advisors, advising on international business development and cross-border investment opportunities.
Ali holds an MBA in International Business and a BBA in International Business & Finance from The George Washington University School of Business. His expertise spans multi-asset class portfolio management, tailored investment strategies, and advisory services with a particular focus on private markets, alternative investments, and complex cross-border client needs within the wealth management sector.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Summit Trail Advisors | Partner | Jun 2024 to Present | — |
| BNP Paribas Wealth Management | Executive Vice President, Head of Key Client Group America, BNP Paribas and Bank of the West | Jan 2019 to Oct 2023 | I created and led the UHNW client segment of the Wealth Management Group across the U.S. while aligning the business with the Global Key Client Group of BNP Paribas, working closely with booking cente... |
| Zagros Strategic Advisors | Founder and Managing Partner, Atlantic Zagros Financial Partners LLC | Nov 2014 to Jan 2019 | I founded and managed a successful strategic third-party marketing firm to help international asset managers establish a sales and marketing operation in the U.S. dedicated to offshore clients. • Esta... |
| UBS | Head, Private Wealth Management, Connecticut | Dec 2012 to Nov 2014 | I drove the ultra-high-net-worth client business of UBS across all offices in CT and Southern New England and grew the P&L of Stamford Private Wealth Management office with 26 Private Wealth Advisors.... |
| UBS International Division, UBS AG Private Bank | Global Head of Sales and Marketing, UBS International | Nov 2003 to Dec 2012 | I managed all sales, asset gathering, and investment strategy implementation efforts of 270 Financial Advisors and Private Bankers covering global institutions, sovereign wealth funds, family offices ... |
Education
The George Washington University School of Business
MBA, International Business
The George Washington University
Bachelor of Business Administration (BBA), International Business & Finance
Skills & Expertise
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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