Charles Staples

Analyst-Equity bei First Ascent Asset Management LLC

Consumer Services

Finance

Aktive Positionen von Charles Staples

Unternehmen	Position	Beginn	Ende
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

International

Vereinigte Staaten

Operativ

Sektoral

Consumer Services	2
Finance	2

Besetzte Positionen

Aktive

Inaktive

Börsennotierte Unternehmen

Private Unternehmen

Private Unternehmen	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

Private Unternehmen

Finance