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.
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.
I assist advisors with their client’s administrative needs.
I work directly with financial advisors to help them best use First Ascent’s strategies and services for their clients.
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
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
I work on the operations team providing client service and day-to-day account administration.
I manage all operational and servicing aspects for client accounts, interfacing with advisors, and custodians and vendors.
I feel that we can make a positive difference for clients and their advisors.
My role is to oversee the investment process while working closely with both our internal investment team and external investment committee.
I work directly with financial advisors to help them best use First Ascent’s strategies and services for their clients.
I create and manage the production of the media and the videos on the Knowledge Center.
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.
First Ascent maintains its brand identity and will operate as an independent subsidiary of GeoWealth
In a land of giants, advisors give fast-growing First Ascent the top spot—again!