Josh Smith
I work with the investment and trading team on all aspects of the process, from executing trades to assisting on various investment and portfolio management responsibilities.
Staff
Alla Aristov
I assist advisors with their client’s administrative needs.
Marisa Viterbo
I work directly with financial advisors to help them best use First Ascent’s strategies and services for their clients.
Walter Gengarelly
What I do here: I develop technology solutions that help advisors serve the needs of their clients. Why I love my job: A typical project allows me to blend analytical and creative thinking along with artistic design. It’s fulfilling to see a need, work to understand the problem, and create something that makes life easier … Read More
Charles Staples
What I do here: I am responsible for generating and executing trades and providing support to the investment team. Why I love my job: I love to navigate the world of investing with a highly motivated and qualified team. I am most fulfilled when my actions improve the lives of others in a meaningful way. … Read More
Natalie Dilley
I work on the operations team providing client service and day-to-day account administration.
Travis Nelson
I manage all operational and servicing aspects for client accounts, interfacing with advisors, and custodians and vendors.
Karen L. Garcia
I feel that we can make a positive difference for clients and their advisors.
Patrick Krulik, CFA
My role is to oversee the investment process while working closely with both our internal investment team and external investment committee.
Mac MacKillop
I work directly with financial advisors to help them best use First Ascent’s strategies and services for their clients.
Ben Sullivan
I create and manage the production of the media and the videos on the Knowledge Center.
Scott MacKillop
I imagine how we can become more useful to the financial advisors and clients we work for and encourage my teammates to do the same. Then I guide the process of turning those ideas into reality.