Dynasty-Backed Summit Trail Adds Four More Barclays Advisers
Four financial advisers have resigned from Barclays PLC’s U.S. wealth-management unit to join their former colleagues at independent advisory firm Summit Trail Advisors. Advisers Jerry Lucas, Megan Sclafani, Peter Gambee and Michael Cohen, who managed $1 billion in client assets at Barclays, have joined Summit Trail’s New York office. Summit…
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