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Peter Lee

Founding Partner - Summit Trail Advisors

Peter Lee is a prominent financial advisor with a specialization in working with entrepreneurs, private equity/venture capital partners, professional athletes, and entertainers to create tailored investment strategies. With a distinguished background at Barclays Wealth and Investment Management Group, Peter has managed over $1.5 billion in client assets. His accolades include being an Academic All-American and a College Football Hall of Fame Scholar-Athlete during his time as a quarterback at Yale University. Peter's commitment to the community is evident through his involvement in various organizations, such as Loyola Academy and Boys Hope Girls Hope. Recognized for his achievements, Peter has been featured in prestigious lists like Crain’s '40 Under 40' and Investment News' '40 Under 40 Most Influential People in the Investment Industry.' Peter, along with his wife Becky and their four children, resides in Wilmette, IL, enjoying family time and supporting their kids in sports activities which Peter actively coaches.

Peter Lee
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Location

Greater Chicago Area