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Cindy Pagés

Associate at Summit Trail Advisors, LLC

Darien, CT , United States

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

OrganizationRoleDate RangeDetails
Summit Trail AdvisorsAssociateFeb 2022 to Present
Barclays Wealth ManagementClient Services Analyst, Assistant Vice PresidentJan 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)

NameRoleLocation
Alex Shapses
Alex Shapses
PartnerNew York, NY , United States
B
Brandon Woods
PrincipalNew York, NY , United States
Caitlin Hagan
Caitlin Hagan
PartnerChicago, IL , United States
C
Cameron Green
AssociateChicago, IL , United States
D
Daniela Pedley
PartnerSan Francisco, CA , United States
D
Danielle Louton
PartnerSan Francisco, CA , United States
Dominick Trapasso
Dominick Trapasso
PrincipalSarasota, FL , United States
Isabella Blackman
Isabella Blackman
AssociateSan Francisco, CA , United States
Jerry Deren
Jerry Deren
PartnerTX , United States
Jerry Lucas
Jerry Lucas
PartnerCold Spring Harbor, NY , United States
Showing 1-10 of 43 team members

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