Mary Hall

Mary Hall is an Associate at Summit Trail Advisors, based in Dallas, TX, where she serves as a seasoned Client Service Associate managing day-to-day client operations and acting as the primary interface for high-net-worth individuals and families. In her current capacity, she supports clients with tailored wealth management solutions, ensuring a seamless experience across account administration, communications, and transactional needs.

Mary's career spans roles at leading advisory firms, including AlTi Tiedemann Global and Tiedemann Advisors, where she gained extensive experience in client service and operations within the wealth management sector. Her expertise centers on servicing sophisticated asset allocations for private clients, with a focus on customizing strategies for multi-asset portfolios, including equities, fixed income, and alternative investments, in line with clients' financial objectives.

Mary holds a degree from The University of Dallas, providing her with a solid foundation in financial services and investment management. She is recognized for her commitment to building strong client relationships and maintaining high professional standards throughout her career in the private wealth management industry.