Peter Gambee
Partner at Summit Trail Advisors | New York City Metropolitan Area
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Peter Gambee serves as a Partner at Summit Trail Advisors, where he leverages over 20 years of experience in wealth management to provide tailored financial solutions for high-net-worth individuals, private business owners, and senior executives. Since joining the firm in October 2015, Peter has played a pivotal role in shaping the firm’s holistic financial planning approach, which emphasizes a comprehensive understanding of clients' unique needs and aspirations. His expertise spans a wide array of areas, including investment advisory, asset allocation, and strategic planning, enabling him to craft customized investment strategies that align with clients' long-term goals.
At Summit Trail, Peter leads key projects that focus on integrating diverse asset classes such as private equity and hedge funds into clients' portfolios, ensuring a balanced and diversified investment approach. His commitment to fiduciary responsibility guarantees that clients receive unbiased advice, prioritizing their best interests in every decision. Peter's focused execution and deep understanding of the financial landscape allow him to navigate complex investment opportunities, providing clients with insights that drive informed decision-making.
Moreover, Peter is dedicated to fostering a dynamic, connected environment that distinguishes Summit Trail from traditional wealth management firms. By leveraging the firm’s networked family office model, he facilitates collaboration among clients and experts, enhancing the overall wealth management experience. His passion for empowering clients to achieve their financial objectives positions him as a trusted advisor and a key asset to the Summit Trail team.
Partner at Summit Trail Advisors in October 2015 to Present
Managing Director at Barclays Wealth and Investment Management in September 2008 to October 2015
Managing Director at Lehman Brothers in March 2005 to September 2008
Vice President at J.P. Morgan in March 1995 to March 2005
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Holistic Financial Planning
Wealth Management
Investment Advisory
Investment Strategies
Asset Allocation
Fiduciary
Estate Planning
Private Banking
Service Delivery
Focused Execution
Investment Banking
Investments
Strategic Planning
Private Equity
Portfolio Management
Hedge Funds
Equities
Asset Management
Capital Markets
Financial Services
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Discover more about Summit Trail AdvisorsWhat is Peter Gambee email address?
Email Peter Gambee at [email protected] and [email protected]. This email is the most updated Peter Gambee email found in 2026.
What is Peter Gambee phone number?
Peter Gambee phone number is +12128127004 and +14084025367.
How to contact Peter Gambee?
To contact Peter Gambee send an email to [email protected] or [email protected]. If you want to call Peter Gambee try calling on +12128127004 and +14084025367. (updated on October 24, 2024)
What company does Peter Gambee work for?
Peter Gambee works for Summit Trail Advisors
What is Peter Gambee's role at Summit Trail Advisors?
Peter Gambee is Partner
What industry does Peter Gambee work in?
Peter Gambee works in the Financial Services industry.
Peter Gambee Email Addresses
Peter Gambee Phone Numbers
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