Josh Smith

Analyst-Equity at First Ascent Asset Management LLC

Consumer Services

Finance

Profile

Josh Smith is currently working as a Trader & Analyst at First Ascent Asset Management LLC since 2022.
He completed his undergraduate degree from Western Michigan University and his graduate degree from Mike Ilitch School of Business in 2021.

Josh Smith active positions

Companies	Position	Start
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

All active positions of Josh Smith

Training of Josh Smith

Western Michigan University	Undergraduate Degree
Mike Ilitch School of Business	Graduate Degree

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

See the detail of Josh Smith's experience

Connections

1st degree connections

1st degree companies

Male

Female

Members of the board

Executives

See the personal network

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