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You can reach us at info@firstascentam.com.
We are located at the confluence of Downtown Denver and Lower Downtown, or “LoDo.”
Our address is:
1401 Lawrence St.
Suite 1600
Denver, Colorado 80202
Our offices are just one block off the 16th Street Mall.
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Karen L. Garcia
Chief Operating Officer
I feel that we can make a positive difference for clients and their advisors....
Patrick Krulik, CFA
Chief Investment Officer
My role is to oversee the investment process while working closely with both our internal investment team and external i...
Walter Gengarelly
Director of Technology
What I do here: I develop technology solutions that help advisors serve the needs of their clients. Why I love my job: A...
Charles Staples
Senior Trading/Investments Manager
What I do here: I am responsible for generating and executing trades and providing support to the investment team. Why I...
Josh Smith
Trader/Analyst
I work with the investment and trading team on all aspects of the process, from executing trades to assisting on various...
Mac MacKillop
Director of Advisor Consulting
I work directly with financial advisors to help them best use First Ascent’s strategies and services for their clients...
Marisa Viterbo
Advisor Consultant
I work directly with financial advisors to help them best use First Ascent’s strategies and services for their clients...
Travis Nelson
Director of Client Service and Operations
I manage all operational and servicing aspects for client accounts, interfacing with advisors, and custodians and vendor...
Natalie Dilley
Investment Operations Associate
I work on the operations team providing client service and day-to-day account administration....
Alla Aristov
Investment Operations Associate
I assist advisors with their client’s administrative needs. ...