Josh Smith
Analyst-Equity en First Ascent Asset Management LLC .
Cargos activos de Josh Smith
| 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 | 01/10/2022 | - |
| Trading-Equity | 01/10/2022 | - |
Historial de carrera de Josh Smith
Formación de Josh Smith.
| Western Michigan University | Undergraduate Degree |
| Mike Ilitch School of Business | Graduate Degree |
Estadísticas
Internacional
| Estados Unidos | 4 |
Operativa
| Analyst-Equity | 1 |
| Trading-Equity | 1 |
| Undergraduate Degree | 1 |
Sectorial
| Consumer Services | 3 |
| Finance | 2 |
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Empresas relacionadas
| 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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