Charles Staples
Analyst-Equity bij First Ascent Asset Management LLC
Profiel
Mr. Charles Staples is a Senior Trader & Investments Manager at First Ascent Asset Management LLC.
He is responsible for generating and executing trades and providing support to the investment team.
Mr. Staples has over five years of experience reviewing, rebalancing, and executing trades in support of RIA firms serving institutional and individual client portfolios.
Expertise in designing, implementing, and training trade procedures, thereby increasing efficiency, accuracy, and risk tolerance adherence.
He received his undergraduate degree from the University of Central Florida.
Actieve functies van Charles Staples
| Bedrijven | Functie | Begin |
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First Ascent Asset Management LLC
 First Ascent Asset Management LLC Investment ManagersFinance First Ascent Asset Management LLC (First Ascent) is a SEC-registered investment advisor headquartered in Denver, Colorado. The firm was founded in 2015 and was acquired by GeoWealth Management LLC’s parent company, GeoWealth LLC in 2023. First Ascent manages portfolios for the clients of independent financial advisors. In very limited circumstances, the firm will also manage portfolios for clients on a direct basis, which are mostly friends and family accounts. | Analyst-Equity | 01-07-2021 |
Opleiding van Charles Staples
| University of Central Florida | Undergraduate Degree |
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| Bedrijven in privébezit | 1 |
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First Ascent Asset Management LLC
First Ascent Asset Management LLC Investment ManagersFinance First Ascent Asset Management LLC (First Ascent) is a SEC-registered investment advisor headquartered in Denver, Colorado. The firm was founded in 2015 and was acquired by GeoWealth Management LLC’s parent company, GeoWealth LLC in 2023. First Ascent manages portfolios for the clients of independent financial advisors. In very limited circumstances, the firm will also manage portfolios for clients on a direct basis, which are mostly friends and family accounts. | Finance |
