Dynasty Partners' newly formed independent advisory firm Summit Trail Advisors has lured an ex-Barclays team with $500 million in combined assets under management.
Just weeks after Summit's founding by other ex-Barclays advisors in late July, the firm has added Daniela Pedley and her partner Lauren Cosulich, who will be based in the firm's new Boston office, according to Dynasty. Cosulich also will split her time working for the firm's office in San Francisco.
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