Caitlin Hagan

Caitlin Hagan is a Partner at Summit Trail Advisors in Chicago, where she oversees some of the largest family office relationships and is responsible for all operational, compliance, and human resource initiatives for the firm’s Chicago office. She serves as a key Relationship Manager, providing comprehensive family office services tailored to ultra-high-net-worth clients, with expertise in investment advisory, financial planning, and multigenerational wealth management.

Since joining Summit Trail at its founding in 2015, Caitlin has advanced through roles including Vice President and Principal before her promotion to Partner in 2024, reflecting her longstanding contributions to client service, firm operations, and leadership within the organization. Her career has been defined by managing complex portfolios and family structures, with a particular focus on high-net-worth families and closely held business owners, though specific asset classes are not publicly detailed in sources.

Caitlin holds a degree from Villanova University and is recognized internally at Summit Trail for her operational leadership and dedication to client needs. She is a regulated broker with Summit Trail Securities, reflecting her commitment to professional standards and client advocacy.