About
Joe Shenton is a Partner at Summit Trail Advisors in Chicago, where he leads national business development and strategic partnerships for the firm. In this capacity, he plays a key role in expanding Summit Trail’s client base and overseeing advisory relationships for high-net-worth individuals and families, with a focus on comprehensive wealth management strategies.
He specializes in alternative investments, direct private deals, and multi-asset portfolio construction for ultra-high-net-worth clients. In addition to his core work in wealth management, Joe serves as an advisor or board member to several closely held businesses across sectors including financial services, consumer, and technology, reflecting broad industry engagement.
Previously, Joe was a Senior Vice President at Lehman Brothers (and Barclays post-acquisition), Principal at Sanford Bernstein, and co-founded the software service firm JobPlex, which he sold in 2001. He maintains active involvement in the entrepreneurial community through board positions at Evolution Risk Partners, Advent US, Jet Linx Chicago, and Relish Works, Inc., and civic organizations such as the Pat Tillman Foundation and Chicagoland Entrepreneurial Center.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Summit Trail Advisors | Partner | Jul 2015 to Present | — |
| Paceline | Advisor | Aug 2020 to Present | — |
| Mac & Mia | Co-Founder and Board Member | Jan 2015 to Nov 2019 | — |
| Illinois Institute of Technology | Member, Civic Committee | Nov 2015 to Sep 2019 | — |
| Pat Tillman Foundation | Member Board of Directors | Apr 2019 to Present | — |
| Jet Linx | Founding Board Member, Jet Linx Chicago | Sep 2018 to Present | — |
| Evolution Risk Partners LLC | Founding Board Member | Aug 2018 to Present | — |
| Relish Works, Inc. | Advisor and Investment Committee Member | Oct 2017 to Present | — |
| Barclays Wealth and Investment Management | Director | Oct 2008 to Jul 2015 | — |
| Ann & Robert H. Lurie Children's Hospital of Chicago | Board Member | Jan 2006 to Dec 2014 | — |
| Adizu at 1871 | Board Director and Governance Committee Member | Jan 2013 to Present | — |
| Chicagoland Entrepreneurial Center | Board Member | Dec 2011 to Present | — |
| Lehman Brothers | Senior Vice President | Mar 2007 to Oct 2008 | — |
| Big Shoulders Fund | Board Member | Jan 2007 to Present | — |
| Ab Bernstein | Principal | Jan 2001 to Jan 2007 | — |
| Jobplex | Chief Executive Officer | Jan 1999 to Jan 2001 | — |
| Epsolutions, Inc. | Senior Vice President Business Development | Unknown to Present | — |
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 |
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 | 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 | Steward Partners Investment Advisory, LLC | Suffolk, VA , United States |
 | Associate | Steward Partners Investment Advisory, LLC | Milwaukee, WI , 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 |
