You're signed outSign in or to get full access.
About
Cindy Pagés is an Associate and Relationship Manager at Summit Trail Advisors, based in Darien, Connecticut. In this role, she collaborates closely with high-net-worth clients, providing tailored guidance and supporting the delivery of complex wealth management solutions in line with the firm's fiduciary model. While her responsibilities span a broad range of multi-asset portfolio and family office planning needs, her focus centers on serving individuals and families with significant, multi-generational wealth, addressing comprehensive asset allocation and integrated financial strategies.
Cindy brings over a decade of wealth management experience, including her previous position as Client Services Analyst and Assistant Vice President at Barclays Wealth Management, where she supported senior advisors in managing client portfolios and providing high-touch service to affluent clients. Her work at Barclays strengthened her expertise in client relationship management and executing solutions across a wide spectrum of investment vehicles and asset classes.
Cindy holds a Bachelor of Arts in French Language and Literature with a major in Economics from Colgate University, graduating with honors. Her academic background, combined with her extensive experience, underpins her ability to address complex financial needs and provide personalized service to clients within the ultra-high-net-worth segment.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Summit Trail Advisors | Associate | Feb 2022 to Present | — |
| Barclays Wealth Management | Client Services Analyst, Assistant Vice President | Jan 2005 to Jan 2010 | — |
Education
Colgate University
Bachelor of Arts - BA, French Language and Literature , Major Economics, Minor
1995 — 1999
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 |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
| Portfolio Manager | Select Equity Group, L.P. | New York, NY , United States | |
A Aldo Eysaman | Associate Analyst | Select Equity Group, L.P. | Seattle, WA , United States |
| Partner, Portfolio Manager | First Manhattan Co. LLC. | New York, NY , United States | |
A Adam Wolf | Analyst | First Manhattan Co. LLC. | New York, NY , United States |
| Partner | Steward Partners Investment Advisory, LLC | Suffolk, VA , United States | |
| Associate | Steward Partners Investment Advisory, LLC | Milwaukee, WI , United States |