Jerry Lucas - Email & Phone Number

Partner at Summit Trail Advisors

Jerry Lucas is based out of Cold Spring Harbor, New York, United States and works at Summit Trail Advisors as Partner.

Jerry Lucas's Contact Information

Jerry Lucas's Work email

j*****@summit***.com

Valid

Latest update

October 28, 2025

Location

Cold Spring Harbor, New York, United States

Jerry's current employer

Summit Trail Advisors

Description

Summit Trail is the leading Networked Family Office, delivering an elevated approach to managing wealth that charts the course for extrao...

Website

summittrail.com

HQ Location

New York, NY, United States

Number of employees

51-200

Industry

Financial Services

Latest update

April 30, 2024

Read about Summit Trail Advisors

Frequent questions about Jerry Lucas

What company is Jerry Lucas working for?

Jerry Lucas works for Summit Trail Advisors.

What is Jerry Lucas's function at Summit Trail Advisors?

Jerry Lucas is Partner at Summit Trail Advisors.

Where is Jerry Lucas based?

Jerry Lucas is based out of Cold Spring Harbor, New York, United States.

What is Jerry Lucas's work email address?

Jerry Lucas's professional email address is j*****@summit***.com

Who are Jerry Lucas's co-workers?

Jerry Lucas's colleagues are Jack Petersen, Brady Barnes, Jonathan Powell, Nhung Amerca, Michael Sparico, Christopher Hopkins, Christina Sierra, Jon Rothschild, Jonathan Nickow, Adam Betancourt, Brian Taupier, Jeremy Nagler, Benjamin Johnson, Okey Onyebuchi, Christina Gherardi, Matthew Coleman, Seth Katz, Michelle Zeng, Justin Waterman, Sarah Silverio, Tom Harms, Duff Saxe, Ashlee Alsbrooks-Spagnardi, Brendan Wright, Daniela Pedley, Michael Cohen, Peter Gambee, Alex Shapses, Brandon Woods, John P. McGuinness, Liya Corona, Michelle Rudd.

Jerry's co-workers

Jack Petersen

Co-Founder, Managing Partner

Vice President | Family Office

Christopher Hopkins

Vice President, Investments

Christina Sierra

Vice President, Fiduciary Counsel

Jon Rothschild

VP Family Office

Jonathan Nickow

Vice President & Investment Committee Member

Adam Betancourt

Vice President, Portfolio Manager

Partner, Head of Portfolio Construction

Principal, Head of Benefit Solutions

Seth Katz

Partner, Head of Investments

Michelle Zeng

Head of Marketable Investments and Operational Due Diligence

Partner, Chief Operating Officer

Duff Saxe

Partner

Ashlee Alsbrooks-Spagnardi

Executive Assistant

Brendan Wright

Analyst, Financial Planning

General Counsel and Chief Compliance Officer

Liya Corona

Financial Controller

Michelle Rudd

Partner and Family Wealth Advisor

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