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About
Peter Gambee is a Partner at Summit Trail Advisors in New York, where he leverages over two decades of experience as a trusted client advisor to private business owners, senior executives of public companies, and financial industry professionals. At Summit Trail Advisors, he oversees the delivery of comprehensive wealth management solutions, focusing on holistic financial planning and institutional-grade investment strategies for high-net-worth individuals and families.
Gambee’s expertise spans a range of sectors and asset classes, with particular focus on advising entrepreneurial business owners and corporate executives on sophisticated, multi-generational wealth planning. His background in both private wealth management and institutional banking informs his approach, providing clients with access to best-in-class investment solutions as part of an independent advisory platform.
Prior to joining Summit Trail Advisors in 2015, Peter served as Managing Director at both Barclays Wealth & Investment Management and Lehman Brothers, after an early career in commercial banking at JPMorgan Chase. He holds an MBA in Finance from New York University’s Stern School of Business and a BA in Business Administration from Gettysburg College, and is recognized for his ability to bridge institutional investment expertise with personalized advisory services.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Summit Trail Advisors | Partner | Oct 2015 to Present | Peter joined Summit Trail Advisors in October, 2015 as a Partner with more than 20 years as a client advisor to private business owners, senior executives of public companies, and financial industry p... |
| Barclays Wealth and Investment Management | Managing Director | Sep 2008 to Oct 2015 | I was a senior member on a team managing over $1 billion of client assets. I worked with clients to address all aspects of their financial needs. This included implementing a suitable investment plan,... |
| Lehman Brothers | Managing Director | Mar 2005 to Sep 2008 | I was a senior member on a team managing over $1 billion of client assets. I worked with clients and their other advisors to address all aspects of their financial needs. This included implementing a ... |
| J.P. Morgan | Vice President | Mar 1995 to Mar 2005 | I was a Private Banker in the New England Region of the JPMorgan Private Bank. I focused on the business owner and entrepreneurial segment building upon my background as a former Middle Market Commerc... |
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (MBA), Finance
1987 — 1988
Gettysburg College
Bachelor of Arts (BA), Business Administration
1978 — 1982
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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