Peter C. Lee

Overview

As a Founding Partner at Summit Trail Advisors, Peter C. Lee leads a team dedicated to developing and implementing individualized investment strategies for high-net-worth clients, including entrepreneurs, private equity partners, professional athletes, and entertainers. The firm operates as an independent fiduciary, offering unbiased financial advice tailored to each client's unique needs. Prior to founding Summit Trail Advisors, Peter served as a Director at Barclays Wealth and Investment Management Group, where he managed over $1 billion in client assets and was a member of the Barclays Americas Investment Representative Council. He also held the position of Vice President at AlixPartners, specializing in valuing middle-market, privately held companies. Peter holds a Bachelor of Science in Economics from Yale University and an MBA with honors from the University of Chicago Booth School of Business. He is actively involved in various philanthropic and civic organizations, including serving on the Board of Trustees at Loyola Academy and as Chairman of the Young Leaders Committee for the Economic Club of Chicago. In 2014, he was featured in Crain’s “40 Under 40” list of business and civic leaders, and in 2018, he was named to Investment News' list of the 40 most influential people in the investment industry under the age of 40. Peter's investment philosophy centers on delivering best-in-class wealth management solutions with an independent investment advisory firm, ensuring that clients receive personalized and unbiased financial guidance. His team's approach emphasizes a comprehensive understanding of each client's financial situation, enabling the development of tailored investment strategies that align with their specific goals and objectives. This commitment to personalized service and fiduciary responsibility underscores Summit Trail Advisors' dedication to guiding generational wealth and addressing the complex financial needs of its clients.