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.
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!