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    James Cantelupe

    Founding Partner at Summit Trail Advisors

    James Cantelupe, also known as Jim, is the founder of Summit Trail Advisors and a prominent figure in the financial sector. With a strong background in money management, Jim previously led Barclays' largest team in the U.S., a role he assumed after the acquisition of Lehman Brothers in 2008.

    Beginning his career at Sanford C. Bernstein, Jim specialized in advising ultra high net worth families, endowments, and charitable foundations. His dedication and expertise led him to be named a Principal at the firm in 2005.

    Jim's commitment to providing top-tier financial services continues to this day as he works closely with a select group of individuals, families, and institutions. Based in New York City, he also operates out of Chicago, showcasing his nationwide presence and influence.

    Adding to his impressive resume, Jim Cantelupe has a solid educational foundation, having studied at the prestigious United States Military Academy at West Point. His blend of military training and financial acumen sets him apart in his field.

    Jim's professional journey includes key roles such as Founding Partner and Advisor at Summit Trail Advisors, Director at Barclays, and Principal at Sanford C. Bernstein. Interestingly, he also has experience as a Professional Football Player in the National Football League, demonstrating his diverse skill set and interests.

    James Cantelupe
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    Location

    New York, New York, United States