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Peter Gambee

Peter Gambee

Partner at Summit Trail Advisors, LLC

New York, NY , United States

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

OrganizationRoleDate RangeDetails
Summit Trail AdvisorsPartnerOct 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 ManagementManaging DirectorSep 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 BrothersManaging DirectorMar 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. MorganVice PresidentMar 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)

NameRoleLocation
Alex Shapses
Alex Shapses
PartnerNew York, NY , United States
B
Brandon Woods
PrincipalNew York, NY , United States
Caitlin Hagan
Caitlin Hagan
PartnerChicago, IL , United States
C
Cameron Green
AssociateChicago, IL , United States
D
Daniela Pedley
PartnerSan Francisco, CA , United States
D
Danielle Louton
PartnerSan Francisco, CA , United States
Dominick Trapasso
Dominick Trapasso
PrincipalSarasota, FL , United States
Isabella Blackman
Isabella Blackman
AssociateSan Francisco, CA , United States
Jerry Deren
Jerry Deren
PartnerTX , United States
Jerry Lucas
Jerry Lucas
PartnerCold Spring Harbor, NY , United States
Showing 1-10 of 43 team members

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