![Charles Staples](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Charles Staples
Analyst-Equity at First Ascent Asset Management LLC
Charles Staples active positions
Companies | Position | Start | End |
---|---|---|---|
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 | - |
Trading-Equity | 01/07/2021 | - |
Career history of Charles Staples
Training of Charles Staples
University of Central Florida | Undergraduate Degree |
Statistics
International
United States | 3 |
Operational
Analyst-Equity | 1 |
Trading-Equity | 1 |
Undergraduate Degree | 1 |
Sectoral
Finance | 2 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 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 |
- Stock Market
- Insiders
- Charles Staples
- Experience