Josh Smith

Analyst-Equity presso First Ascent Asset Management LLC

Consumer Services

Finance

Profilo

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.

Posizioni attive di Josh Smith

Società	Posizione	Inizio
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

Tutte le posizioni attive di Josh Smith

Formazione di Josh Smith

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

Esperienze
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Aziende private

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Aziende private	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