Lauren Cosulich
Partner, Advisor at Summit Trail Advisors
- Role
- Partner and Advisor at Summit Trail Advisors
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Lauren Cosulich
I am an experienced private wealth advisor who loves helping successful families attain…
Experience
Partner and Advisor
Aug 2015 — Present · Boston, MA, US
Summit Trail is an independent fiduciary designed and built for clients whose complex financial needs have outgrown traditional wealth management.
Education
Concord-Carlisle High School
High School Diploma
1994 — 1998
Duke University
BA, Highest Distinction in Art History
1998 — 2002
Skills
- Sales
- Mergers & Acquisitions
- Valuation
- Entrepreneurship
- Economics
- Portfolio Management
- Start-Ups
- Banking
- Financial Modeling
- Investments
- Private Equity
- Strategy
- Financial Services
- Crm
- Management
- Due Diligence
- Business Development
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