Josh Smith
Analyst-Equity chez First Ascent Asset Management LLC
Profil
Josh Smith is currently working as a Trader & Analyst at First Ascent Asset Management LLC since 2022.
He completed his undergraduate degree from Western Michigan University and his graduate degree from Mike Ilitch School of Business in 2021.
Postes actifs de Josh Smith
| Sociétés | Poste | Début |
|---|---|---|
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 |
Formation de Josh Smith
| Western Michigan University | Undergraduate Degree |
| Mike Ilitch School of Business | Graduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Exécutifs
Sociétés liées
| 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 |
