Advisers on the Move

Wells Fargo adviser managing $500 million moves to RIA firm

Michelle Rudd opens office for Summit Trail Advisors in Seattle

Jul 16, 2019 @ 4:43 pm

By InvestmentNews

Michelle Rudd, who managed $500 million in assets at Wells Fargo in Seattle, has joined Summit Trail Advisors and opened an office there for the RIA firm, which manages $5.5 billion.

She joins the firm as a partner.

(More:See more adviser moves in InvestmentNews' Advisers on the Move database.)

Ms. Rudd began her career in 1994 at Seafirst Investment Services. She moved to Bank of America in 1998 and to AXA Advisors in 2001. She joined Wells Fargo in 2002.

Summit, which also has offices in Boston, Chicago, New York and San Francisco, is a member of Dynasty Financial Partners' Network.


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