Charles Staples

Analyst-Equity chez First Ascent Asset Management LLC

Finance

Consumer Services

Postes actifs de Charles Staples

Sociétés	Poste	Début	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

Internationale

Etats-Unis

Opérationnelle

Sectorielle

Finance	2
Consumer Services	2

Fonctions occupées

Actives

Inactives

Sociétés cotées

Entreprise privées

Entreprise privées	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

Entreprise privées

Finance