Charles Staples

Analyst-Equity en First Ascent Asset Management LLC .

Finance

Consumer Services

Cargos activos de Charles Staples

Empresas	Cargo	Inicio	Fin
First Ascent Asset Management LLC First Ascent Asset Management LLC Investment ManagersFinance First Ascent Asset Management LLC (First Ascent) is a SEC-registered investment advisor headquartered in Denver, Colorado. The firm was founded in 2015 and was acquired by GeoWealth Management LLC’s parent company, GeoWealth LLC in 2023. First Ascent manages portfolios for the clients of independent financial advisors. In very limited circumstances, the firm will also manage portfolios for clients on a direct basis, which are mostly friends and family accounts.	Analyst-Equity	01/07/2021	-
	Trading-Equity	01/07/2021	-

University of Central Florida

Undergraduate Degree

Internacional

Estados Unidos

Operativa

Sectorial

Finance	2
Consumer Services	2

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Empresas privadas

Empresas privadas	1
First Ascent Asset Management LLC First Ascent Asset Management LLC Investment ManagersFinance First Ascent Asset Management LLC (First Ascent) is a SEC-registered investment advisor headquartered in Denver, Colorado. The firm was founded in 2015 and was acquired by GeoWealth Management LLC’s parent company, GeoWealth LLC in 2023. First Ascent manages portfolios for the clients of independent financial advisors. In very limited circumstances, the firm will also manage portfolios for clients on a direct basis, which are mostly friends and family accounts.	Finance

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Finance