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About
Megan Vacca is a Partner at Summit Trail Advisors in New York, where she has served since October 2015. In her current role, she specializes in advising high-net-worth clients, focusing on delivering tailored investment solutions and fostering dynamic client relationships.
Vacca's investment focus spans multi-asset portfolios for affluent individuals and families, with an emphasis on strategic asset allocation and investment policy. She brings deep experience in wealth management, having previously held roles as Vice President at Barclays and Associate at Lehman Brothers, where she cultivated expertise in alternative investments and comprehensive financial planning.
She holds an MBA in Finance and Global Business from NYU Stern School of Business and a BS in Marketing and International Business from the University of Maryland's Robert H. Smith School of Business. Recognized for her consultative approach and leadership, Vacca has significantly contributed to personalized wealth strategies for the ultra-high-net-worth sector.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Summit Trail Advisors | Partner | Oct 2015 to Present | Summit Trail is a leading Networked Family Office – intentionally designed for those who have outgrown traditional wealth managers and desire the outcomes of a more dynamic, connected approach previou... |
| Barclays | Vice President | Sep 2008 to Oct 2015 | Partner on a team managing over $1 billion of client assets. Worked with clients to address all aspects of their financial needs. This included implementing an optimal investment plan, discussing tr... |
| Lehman Brothers | Associate | Sep 2005 to Sep 2008 | Associate on a team managing over $1bn in client assets. Responsible for monitoring client portfolios, assisting with asset allocation recommendations, preparing performance reviews and acting as a l... |
| UBS | Analyst | Sep 2004 to Sep 2005 | Responsible for supporting financial advisers to help deliver an exceptional experience to our clients. Assisted with account opening and maintenance, trading and reporting. |
Education
NYU Stern School of Business
MBA, Finance and Global Business - New York, NY
2008 — 2010
University of Maryland - Robert H. Smith School of Business
BS, Marketing and International Business - College Park, MD
2000 — 2004
Darien High School
High School Diploma - Darien, CT
1996 — 2000
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 Adam Wolf | Analyst | First Manhattan Co. LLC. | New York, NY , United States |
 | Partner | Steward Partners Investment Advisory, LLC | Suffolk, VA , United States |
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