Marisa Viterbo
I work directly with financial advisors to help them best use First Ascent’s strategies and services for their clients.
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
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!