Sarah Noel Silverio

Sarah Noel Silverio is a Partner at Summit Trail Advisors, headquartered in New York, NY. Promoted to Partner in February 2024, she advises select ultra-high net worth individuals and families on all aspects of their complex financial lives, providing comprehensive guidance across investments, financial planning, and family office services. Her clientele primarily spans private wealth sectors, with a focus on multi-generational family wealth and sophisticated financial structures often requiring cross-asset class expertise.

Prior to her current role, Sarah progressed from Principal to Partner after joining Summit Trail Advisors in 2017; earlier in her career, she was a Senior Account Manager with Fischer & Company, further building her client management and financial planning background. Throughout her tenure, she has demonstrated a deep understanding of portfolio construction for family offices and individuals, working extensively with equities, fixed income, and alternative assets tailored to complex wealth management needs.

Sarah holds a Chartered Financial Analyst (CFA) designation and graduated from Lehigh University College of Business with a B.S. in Finance and Accounting. Her notable contributions include helping drive strategic advisory for Summit Trail’s $16 billion client base and playing a key role in the firm’s expansion and continuation of client service excellence as part of its first cohort of internal partner promotions.