Daniela Pedley

Daniela Pedley is a Partner and Advisor at Summit Trail Advisors based in San Francisco, serving ultra-high-net-worth individuals with bespoke wealth management strategies tailored to each client’s unique circumstances and priorities. She has developed particular expertise in catering to the needs of female clients, emphasizing empathetic communication, active listening, and empowerment to help them articulate and achieve their financial goals. Her approach involves a deep understanding of client dynamics, especially in households where women’s voices are at risk of being overshadowed, and she is recognized for fostering long-term trust and engagement.

Before joining Summit Trail Advisors in 2015, Daniela was Director at Barclays and previously served as Senior Vice President at Lehman Brothers, cultivating broad experience in private wealth management and advisory services for affluent clients. Throughout her career, she has guided investment and financial planning with a focus on multi-asset portfolios, catering particularly to the needs of entrepreneurs, executives, and families with complex wealth management requirements.

Daniela holds a Bachelor of Science in Mathematics from Durham University, providing her with strong quantitative and analytical foundations critical in constructing sophisticated investment strategies. She has been recognized for her significant contribution to the industry, notably driving the successful transition of over $500 million in client assets to Summit Trail Advisors and championing inclusive advisory practices for women within wealth management.