Danielle Louton

Danielle Louton is a Partner at Summit Trail Advisors, based in San Francisco, where she advises ultra-high net worth (UHNW) individuals and families on comprehensive wealth management. Her responsibilities include customized investment consulting, multi-generational estate planning, and overseeing the financial needs of clients who require sophisticated solutions typically found in family office environments.

She focuses on serving clients with substantial holdings across a range of asset classes, including public and private equity, fixed income, and alternative investments. Her expertise extends to coordinating tax strategy, philanthropic planning, and legacy governance to address the holistic financial complexities faced by UHNW families and institutions.

Previously, Danielle led the Key Client Group Wealth Planning Services at Bank of the West/BNP Paribas and served as Senior Wealth Planning Strategist, SVP at Wells Fargo, building deep expertise in legal, tax, and financial planning. She holds a Doctor of Jurisprudence and multiple advanced degrees from Indiana University, as well as a BA from Mount Holyoke College, reflecting a distinguished background in law, accounting, and art history that shapes her multidisciplinary approach to wealth advisory.