Jonathan Nickow

Jonathan Nickow is a Principal at Summit Trail Advisors in Chicago, IL, where he provides holistic financial advisory services to ultra-high-net-worth individuals and families. His role involves overseeing client relationships, investment strategy, and wealth management solutions, with a focus on delivering boutique family office services tailored to the unique needs of affluent clients.

Nickow’s expertise centers on advising business owners, entrepreneurs, and executives, particularly in the private equity and venture capital sectors. He specializes in developing integrated investment strategies across multiple asset classes, including public and private equities, fixed income, and alternative investments. He is known for his consultative approach to portfolio construction, planning around significant liquidity events, and comprehensive management of complex financial holdings.

Over his career at Summit Trail Advisors, Nickow advanced from Associate to Vice President and now Principal, reflecting his contributions to firm growth and client engagement. He holds a B.S. in Accounting and Finance from Indiana University’s Kelley School of Business and credentialing as a CFA and CFP, affirming his expertise in investment management, financial planning, and cross-generational wealth strategies.