Josh Smith
Analyst-Equity bij First Ascent Asset Management LLC
Actieve functies van Josh Smith
| Bedrijven | Functie | Begin | Einde |
|---|---|---|---|
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 | 01-10-2022 | - |
| Trading-Equity | 01-10-2022 | - |
Loopbaan van Josh Smith
Opleiding van Josh Smith
| Western Michigan University | Undergraduate Degree |
| Mike Ilitch School of Business | Graduate Degree |
Statistieken
Internationaal
| Verenigde Staten | 4 |
Operationeel
| Analyst-Equity | 1 |
| Trading-Equity | 1 |
| Undergraduate Degree | 1 |
Sectoraal
| Consumer Services | 3 |
| Finance | 2 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
| Bedrijven in privébezit | 1 |
|---|---|
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 |
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