Summit Trail Advisors
- Played quarterback for the University of Wisconsin's Rose Bowl champions and Yale's Ivy League champion in the same calendar year, 1999.
- Took a senior seminar in college under David Swensen, who runs the largest endowment in the world at Yale University.
- Co-founded an intense workout gym for Chicago execs, Strive Village.
Excelling through teamwork has been Peter Lee’s hallmark, regardless of the enterprise. Mr. Lee, a college football player (and Academic All-American), used that teamwork model three years ago to start his own company with five partners.
Today, Summit Trail Advisors has $6.5 billion in assets under management. About 15% of its clients are professional athletes.
“I have always enjoyed connecting with fellow athletes and being a resource to them and their families,” Mr. Lee said. “We typically engage with our athlete clients when they are making the transition from college (or sometimes high school) to the professional ranks.”
Earlier in his career, Mr. Lee worked on Barclays’ wealth and investment management team, as well as for Lehman Brothers.
Mr. Lee is a prominent member of the Economic Club of Chicago, where he recently completed a term as chairman of the club’s Young Leaders Committee. The Economic Club offers “a great opportunity to engage with senior leaders in Chicago and to learn from them, laying the foundation for the next generation of leaders,” he said.
— Dan Smith