Patrick James Krulik

Direttore degli Investimenti presso First Ascent Asset Management LLC

Consumer Services

Finance

Profilo

Mr. Patrick J.
Krulik, CFA, is a Chief Investment Officer at First Ascent Asset Management LLC.
He worked in the financial services industry for 14 years beginning in 2005 at Mt.
Yale, where he served as an investment analyst.
In 2007, Mr. Krulik joined EnvestnetPMC where he served in various positions in consulting, product and portfolio management.
Most recently, Mr. Krulik served as a Senior Vice President, Portfolio Management, where he was responsible for developing and managing various discretionary portfolios for their clients.
Throughout his career, his focus has been on working closely with financial advisors to help them meet their clients’ objectives and goals.
Mr. Krulik received his BS, Business Administration from University of Colorado.

Posizioni attive di Patrick James Krulik

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.	Direttore degli Investimenti	01/05/2016

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Formazione di Patrick James Krulik

The Leeds School of Business

Undergraduate Degree

Esperienze
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Società quotate in Borsa

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