Ascent Private Capital Management
Industry: Company
DescriptionFounded: 2011 Parent organization: U.S. Bancorp
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Ascent Private Capital Management Employees
Employee
Years
Job
Industry
Will Amerine Will Amerine's Ascent Private Capital Management Experience June 2014 - Present
Job Managing Director, Strategic Relationships at Ascent Private Capital Management
Industry Financial Services
Experience
Ascent Private Capital Management June 2014 - Present
Ascent Private Capital Management September 2011 - June 2014
The Teekell Company Inc, an M Member Firm May 2010 - September 2011
Skills
Wealth Management
Education
The Ohio State University Fisher College of Business 2005 — 2007
M.B.A., Finance
Hendrix College 1997 — 2001
B.A., Economics
Ascent Private Capital Management June 2014 - Present
Ascent Private Capital Management September 2011 - June 2014
The Teekell Company Inc, an M Member Firm May 2010 - September 2011
Skills
Wealth Management
Education
The Ohio State University Fisher College of Business 2005 — 2007
M.B.A., Finance
Hendrix College 1997 — 2001
B.A., Economics
Kevin Bormann, CFA Kevin Bormann, CFA's Ascent Private Capital Management Experience July 2011 - Present
Job Managing Director, Family Office Advisory at Ascent Private Capital Management
Industry Financial Services
Experience
Ascent Private Capital Management July 2011 - Present
MCMI June 2009 - July 2011
HF2M July 2002 - July 2009
Ernst & Young August 1997 - July 2002
Skills
Family Office, Financial Analysis, Financial Reporting, Auditing, Accounting, Internal Controls, Financial Accounting, GAAP, Finance, Asset Management, Investment Properties, Investments, Cash Flow Forecasting, Cash Management
Education
Texas A&M University 1994 — 1997
BS, MS, Accounting
Ascent Private Capital Management July 2011 - Present
MCMI June 2009 - July 2011
HF2M July 2002 - July 2009
Ernst & Young August 1997 - July 2002
Skills
Family Office, Financial Analysis, Financial Reporting, Auditing, Accounting, Internal Controls, Financial Accounting, GAAP, Finance, Asset Management, Investment Properties, Investments, Cash Flow Forecasting, Cash Management
Education
Texas A&M University 1994 — 1997
BS, MS, Accounting
Chris Peary Chris Peary's Ascent Private Capital Management Experience August 2011 - Present
Job Private Banker at Ascent Private Capital Management
Industry Banking
Experience
Ascent Private Capital Management August 2011 - Present
Skills
Loans, Private Banking, Credit Analysis, Credit, Banking, Commercial Lending
Education
University of Colorado Denver 2010 — 2012
Masters in Finance
University of Colorado Boulder 2002 — 2005
BS Finance
Ascent Private Capital Management August 2011 - Present
Skills
Loans, Private Banking, Credit Analysis, Credit, Banking, Commercial Lending
Education
University of Colorado Denver 2010 — 2012
Masters in Finance
University of Colorado Boulder 2002 — 2005
BS Finance
Joseph Hinderer, CFA Joseph Hinderer, CFA's Ascent Private Capital Management Experience July 1992 - Present
Job SVP, Director of Investments, Ascent Private Capital Management at USBank
Industry Investment Management
Experience
Ascent Private Capital Management July 1992 - Present
Skills
Asset Managment, Asset Allocation, Portfolio Management, Alternative Investments, Investments, Wealth Management, Investment Banking, Hedge Funds, Asset Management, Financial Modeling, Private Equity, Mutual Funds, Capital Markets, Investment Strategies, Valuation, Investment Management, Equity Research, Investment Advisory, Series 63, Strategic Financial..., Bloomberg, ETFs, Securities, Financial Markets, Fixed Income, Equities, Institutional..., Wealth Management..., High Net Worth..., Financial Analysis, Corporate Finance, Private Banking, Bonds, Derivatives, Fund Of Funds, Due Diligence, Wealth, Financial Advisory, Series 7, Emerging Markets, Separately Managed...
Education
University of Minnesota - Carlson School of Management 1989 — 1991
B.S.B., Finance
Roseville HS
Ascent Private Capital Management July 1992 - Present
Skills
Asset Managment, Asset Allocation, Portfolio Management, Alternative Investments, Investments, Wealth Management, Investment Banking, Hedge Funds, Asset Management, Financial Modeling, Private Equity, Mutual Funds, Capital Markets, Investment Strategies, Valuation, Investment Management, Equity Research, Investment Advisory, Series 63, Strategic Financial..., Bloomberg, ETFs, Securities, Financial Markets, Fixed Income, Equities, Institutional..., Wealth Management..., High Net Worth..., Financial Analysis, Corporate Finance, Private Banking, Bonds, Derivatives, Fund Of Funds, Due Diligence, Wealth, Financial Advisory, Series 7, Emerging Markets, Separately Managed...
Education
University of Minnesota - Carlson School of Management 1989 — 1991
B.S.B., Finance
Roseville HS
Adam Uihlein, CFA's Ascent Private Capital Management Experience October 2012 - Present
Job Associate Director of Investment Consulting at Ascent Private Capital Management
Industry Investment Management
Experience
Ascent Private Capital Management October 2012 - Present
US Bank Private Client Reserve October 2011 - October 2012
US Bank January 2009 - October 2011
US Bank July 2005 - December 2008
Skills
Portfolio Management, Wealth Management, Asset Allocation, Financial Analysis, Investments, Fixed Income, Equity Research
Education
Miami University 2001 — 2005
Bachelor's, Finance
Ascent Private Capital Management October 2012 - Present
US Bank Private Client Reserve October 2011 - October 2012
US Bank January 2009 - October 2011
US Bank July 2005 - December 2008
Skills
Portfolio Management, Wealth Management, Asset Allocation, Financial Analysis, Investments, Fixed Income, Equity Research
Education
Miami University 2001 — 2005
Bachelor's, Finance
Martim De Arantes Oliveira Martim De Arantes Oliveira's Ascent Private Capital Management Experience April 2013 - Present
Job Regional Managing Director at Ascent Private Capital Management of U.S. Bank
Industry Financial Services
Experience
Ascent Private Capital Management April 2013 - Present
Silver Bridge Advisors, LLC July 2010 - April 2013
H&S Financial Advisors LLC 2000 - September 2010
Paine Webber 1998 - 2000
Union Bank of Switzerland 1996 - 1998
Skills
Wealth Management, Asset Allocation, Investments, Portfolio Management, Strategic Planning, Strategic Financial..., Marketing, Marketing Strategy, Business Analysis, Mergers, Business Strategy, Financial Analysis, Event Planning, Start-ups, Management Consulting
Education
The College of Law 1994 — 1995
University College London, U. of London 1990 — 1994
Bachelor of Arts (B.A.), Philosophy
Downside School
Downside School
Downside School
Ascent Private Capital Management April 2013 - Present
Silver Bridge Advisors, LLC July 2010 - April 2013
H&S Financial Advisors LLC 2000 - September 2010
Paine Webber 1998 - 2000
Union Bank of Switzerland 1996 - 1998
Skills
Wealth Management, Asset Allocation, Investments, Portfolio Management, Strategic Planning, Strategic Financial..., Marketing, Marketing Strategy, Business Analysis, Mergers, Business Strategy, Financial Analysis, Event Planning, Start-ups, Management Consulting
Education
The College of Law 1994 — 1995
University College London, U. of London 1990 — 1994
Bachelor of Arts (B.A.), Philosophy
Downside School
Downside School
Downside School
Chloe Freedman's Ascent Private Capital Management Experience August 2014 - Present
Job Project Analyst at Ascent Private Capital Management of US Bank
Industry Financial Services
Experience
Ascent Private Capital Management August 2014 - Present
Andrus Wagstaff March 2014 - August 2014
Andrus Wagstaff August 2013 - August 2014
Andrus Wagstaff December 2012 - August 2014
HealthPoint, LLC September 2011 - December 2012
HealthPoint, LLC April 2011 - September 2011
Ute Lake Ranch April 2007 - August 2008
Skills
Microsoft Office, Marketing, Microsoft Excel, Advertising, Time Management, Public Speaking, Microsoft Word, Customer Service, Human Resources, Client Relations Skills, Leadership, Data Analysis, Strategic Planning, Editing, Data Entry, Social Media, Management, PowerPoint, Sales, Visio
Education
Colorado State University 2007 — 2011
Bachelor of Science, Business Administration; Marketing
Ascent Private Capital Management August 2014 - Present
Andrus Wagstaff March 2014 - August 2014
Andrus Wagstaff August 2013 - August 2014
Andrus Wagstaff December 2012 - August 2014
HealthPoint, LLC September 2011 - December 2012
HealthPoint, LLC April 2011 - September 2011
Ute Lake Ranch April 2007 - August 2008
Skills
Microsoft Office, Marketing, Microsoft Excel, Advertising, Time Management, Public Speaking, Microsoft Word, Customer Service, Human Resources, Client Relations Skills, Leadership, Data Analysis, Strategic Planning, Editing, Data Entry, Social Media, Management, PowerPoint, Sales, Visio
Education
Colorado State University 2007 — 2011
Bachelor of Science, Business Administration; Marketing
Scott Mahon's Ascent Private Capital Management Experience July 2012 - Present
Job Managing Director, Wealth Strategy at Ascent Private Capital Management
Industry Investment Management
Experience
Ascent Private Capital Management July 2012 - Present
US Bank September 2006 - July 2012
Deloitte & Touche August 1997 - September 2006
private law practice August 1989 - July 1997
Skills
Strategic Financial..., Tax, Wealth Management..., Estate Planning, Asset Managment, Investment Advisory, Asset Protection, Succession Planning, Wealth, Trusts, Risk Management, Corporate Law, Small Business, Strategy, Asset Management, Financial Planning, Financial Planners, Banking, Financial Analysis, Wealth Management
Education
The Ohio State University Moritz College of Law 1986 — 1989
J.D.
University of Cincinnati 1982 — 1986
B.A., Economics
Cypress Lake
Ascent Private Capital Management July 2012 - Present
US Bank September 2006 - July 2012
Deloitte & Touche August 1997 - September 2006
private law practice August 1989 - July 1997
Skills
Strategic Financial..., Tax, Wealth Management..., Estate Planning, Asset Managment, Investment Advisory, Asset Protection, Succession Planning, Wealth, Trusts, Risk Management, Corporate Law, Small Business, Strategy, Asset Management, Financial Planning, Financial Planners, Banking, Financial Analysis, Wealth Management
Education
The Ohio State University Moritz College of Law 1986 — 1989
J.D.
University of Cincinnati 1982 — 1986
B.A., Economics
Cypress Lake
Brenden Becker's Ascent Private Capital Management Experience June 2011 - August 2011
Job Bronson Point Management
Industry Capital Markets
Experience
Bronson Point Management June 2015 - Present
MKM Partners June 2012 - June 2015
Ascent Private Capital Management June 2011 - August 2011
Titan Advisors June 2010 - August 2010
Education
University of Richmond 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General
Bronson Point Management June 2015 - Present
MKM Partners June 2012 - June 2015
Ascent Private Capital Management June 2011 - August 2011
Titan Advisors June 2010 - August 2010
Education
University of Richmond 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY