Summit Trail Advisors, an independent wealth management boutique with offices in New York, Boston, Chicago and San Francisco, has announced the addition of Thomas Harms to the New York office’s management team. Harms will be joining the firm as Chief Operating Officer.
Prior to his role at Summit Trail, Harms worked at Fidelity Investments as a senior vice president in the Practice Management and Consulting Group. Prior to that, Harms worked as a managing director from 1986-2011 at Morgan Stanley’s Global Wealth Management division.