Josh Smith
Analyst-Equity at First Ascent Asset Management LLC
Josh Smith 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 | 30/09/2022 | - |
| Trading-Equity | 30/09/2022 | - |
Career history of Josh Smith
Training of Josh Smith
| Western Michigan University | Undergraduate Degree |
| Mike Ilitch School of Business | Graduate Degree |
Statistics
International
| United States | 4 |
Operational
| Analyst-Equity | 1 |
| Trading-Equity | 1 |
| Undergraduate Degree | 1 |
Sectoral
| Consumer Services | 3 |
| Finance | 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 |
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