Danielle Patricia Mchugh

Employer firm

Summit Trail Advisors, LLC CRD 220519

$19.9B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• OUTSOURCED CHIEF INVESTMENT OFFICER SERVICES/ FAMILY OFFICE SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2015 → 03/2017
  Purshe Kaplan Sterling Investments
  Albany, NY
• 07/2015 → Present
  Summit Trail Advisors, Llc
  New York, NY
• 02/2017 → Present
  Summit Trail Securities, Llc
  New York, NY

Previous Registrations

• 2009-03-18 → 2015-08-08
  Barclays Capital Inc.
  New York, NY
• 2008-05-09 → 2008-10-15
  Lehman Brothers Inc.
  New York, NY
  New York, NY
  New York, NY

Other Businesses

Summit Trail Advisors, investment-related, 140 E 45th, New York, NY 10017, RIA, Advisor, 07/24/15, 160 hours/month all of which are within securities trading hours, Advisor.

Exams

• S66 Uniform Combined State Law Examination
  2009-03-17
• S63 Uniform Securities Agent State Law Examination
  1999-03-17

Other Names

• Danielle P Donovan
• Danie Donovan
• Danielle Patricia Donovan
• Danielle Patricia Mchugh
• Danie Mchugh
• Danielle Donovan Mchugh