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About
Jonathan Powell is a Principal at Summit Trail Advisors based in New York, NY, where he serves as a key relationship manager overseeing client portfolio strategy and asset allocation decisions. As Principal, he is responsible for advising high-net-worth individuals and families on comprehensive investment solutions tailored to their specific financial goals.
Throughout his career at Summit Trail Advisors, Powell has progressed from Associate to Vice President before his current role as Principal, reflecting a strong track record in client advisory and wealth management. His expertise spans multi-asset portfolio construction, with a particular emphasis on alternative investments and private markets, in addition to traditional equity and fixed income sectors.
Powell holds a BA in Economics and Political Science from Bucknell University and studied Economics and Politics at the University of Cape Town. His professional credentials and extensive background in wealth advisory make him a valued resource for clients seeking rigorous, customized investment guidance.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Summit Trail Advisors | Principal | Feb 2023 to Present | — |
| Summit Trail Advisors | Vice President | Jan 2019 to Feb 2023 | — |
| Summit Trail Advisors | Associate | Aug 2015 to Jan 2019 | — |
| Barclays Wealth and Investment Management | Senior Analyst | Dec 2013 to Aug 2015 | — |
| FactSet Research Systems | Account Executive - Fixed Income | Dec 2012 to Nov 2013 | — |
| FactSet Research Systems | Senior Fixed Income Consultant | May 2012 to Jan 2013 | — |
| FactSet Research Systems | Fixed Income Consultant | Sep 2010 to May 2012 | — |
| Prologue Capital | Intern | May 2008 to Aug 2008 | — |
Education
Bucknell University
BA, Economics, Political Science
2006 — 2010
University of Cape Town
BA, Economics, Politics
2009 — 2009
New Canaan
2002 — 2006
Skills & Expertise
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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A Aldo Eysaman | Associate Analyst | Select Equity Group, L.P. | Seattle, WA , United States |
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A Adam Wolf | Analyst | First Manhattan Co. LLC. | New York, NY , United States |
 | Partner | Steward Partners Investment Advisory, LLC | Suffolk, VA , United States |
 | Associate | Steward Partners Investment Advisory, LLC | Milwaukee, WI , United States |
