Tony Morel

Tony Morel is Vice President and Investment Specialist at Summit Trail Advisors in New York, where he provides strategic investment advice and tailored financial solutions to ultra-high net worth clients. His role centers on facilitating access to the firm’s comprehensive suite of wealth management services, supporting diverse needs that range from investment management and legacy planning to holistic family office solutions.

With more than 25 years of experience in the investment industry, Tony has a proven track record across the ultra-high net worth segment. He previously served as a financial advisor at BMO Investment Services, leading client relationships and crafting bespoke strategies for complex wealth management needs. Earlier, he spent 17 years at UBS Financial Services in sales and business development for the international division, and began his career at Morgan Stanley’s investment bank, further strengthening his expertise in multi-asset class investments and global portfolio construction.

Tony specializes in serving individuals and families with substantial assets, most notably focusing on asset allocation, alternative investments, private equity, and multi-asset portfolios. Fluent in Spanish, he earned his BBA from Baruch College (CUNY), is an accredited investment fiduciary, and holds Series 7 and 66 securities licenses. His reputation is built on delivering results-driven wealth strategies and contributing to the expansion of advanced family office-style advisory services within the industry.