We pursue our mission through our dedicated full-time staff, the independent members of our investment committee and a select number of partner firms.
All full-time employees have an ownership interest in First Ascent and invest in the same portfolios as our clients.
Our Investment Team
Our investment team consists of our internal investment staff plus the independent members of our investment committee. This structure brings new ideas, fresh perspectives and an additional level of objectivity.
Our Investment Committee
Independent Members of Our Investment Committee
Charles Burgess, CFA. Chuck has 15 years of financial services industry experience. He served as Senior Portfolio Manager and a member of the investment committee at Frontier Asset Management, and as a Senior Fund Analyst at Oppenheimer Funds.
Mary Kathryn Campion, Ph.D., CFA, AIFA. President and Founder, Champion Capital Research. Dr. Campion has decades of experience as a financial economist and portfolio strategist.
Geoff Selzer, CFA. Geoff has 20 years of financial services industry experience. He served as a Senior Vice President at Envestnet/PMC and as Director of Consulting Services at Prima Capital.
Shane Morrow, CFP®, CIMA, CAIA, CFA Level II candidate. Shane has 14 years of financial services industry experience. He is Managing Partner of IronBridge Wealth Counsel.
Merrill Stillwell, CFA. Managing Partner, Blue Mountain Investments. Before founding Blue Mountain Investments, Merrill was an analyst at Denver Investments from 2010-2014.
Our Creative Team
The creative team consists of full-time First Ascent employees supported by talented individuals from some of our partner firms.
Outside Creative Partner Firms
Our Service Team
The service team consists of full-time First Ascent employees supported by talented individuals from some of our partner firms.
Our Partner Firms
We would like to thank the following firms for their contributions to First Ascent and for their ongoing support:
CodeGeek (website development)
Davis, Graham and Stubbs (legal services)
Holben, Hay, Lake and Balzer (accounting services)
Morrison Shafroth, Shafroth Consulting (Public Relations/Social Media/Content Marketing)
Orion Advisor Services (cloud-based portfolio accounting platform)
Tech Inc. Solutions (technology support)
S. LeBlanc and Company (copy writing and editing)
TD Ameritrade (custodian)
Vernon Design (graphic and web design)