Alla Aristov
I assist advisors with their client’s administrative needs.
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
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.
I work directly with financial advisors to help them best use First Ascent’s strategies and services for their clients.
I set up processes and procedures and manage daily operations.
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!