Denver Family Office
Offering spectacular views of the Rocky Mountains, the Ascent Private Capital Management office is located within the U.S. Bank Building in the heart of downtown Denver. Reflecting the expansive character of the region, the office serves high net worth families and large, family-held businesses throughout the Southwest and Western states, many of whom have been clients of U.S. Bank for generations. The Denver office is also home to the Ascent national team of Wealth Sustainability professionals.
Jason brings a combination of extensive banking, general business and entrepreneurial experience as well as a strong educational foundation to the role of Regional Managing Director. As Regional Managing Director, he will manage a team of highly talented professionals as well as oversee strategy and operations for the Denver office.
Jason brings more than 13 years of experience in the wealth management industry, all served with U.S. Bank. His career with U.S. Bank began as a private banker in 2005 before being promoted to managing director, private banking for U.S. Bank’s Private Wealth Management division in 2008. In 2011, Jason joined Ascent and served as a banker, and then a client advisor before this most recent promotion to this role.
Jason received his bachelor’s degree from the University of California, Los Angeles and his MBA from University of Texas, Austin.
Integrated service from your regional team and national specialists
Addressing both the qualitative and quantitative dimensions of multigenerational wealth, Ascent takes a holistic approach to client service. Each regional office is staffed by a team of professionals that include managing directors of wealth strategy (trust and estate advisors), investment consulting, private banking and financial administration.
These subject matter experts work closely with Ascent's regional managing director, client advisory — the relationship manager who is the primary point of contact for the family and individual family members — and the managing director, client experience — the key contact for day-to-day client requests. Team members actively participate in client meetings, providing an uncommon depth and breadth of wealth management expertise.
Ascent Private Capital Management's unique wealth sustainability services are delivered by our national team. Headquartered in our Denver office, they work closely with the regional office teams and travel exclusively to meet with Ascent families and their advisors.
The national team is led by a senior managing director for wealth sustainability and includes senior wealth planners and strategic wealth coaches, all focused on helping families understand the broader impact of their wealth. They address issues of family governance and legacy, wealth planning and CFO services.
Investment products and services are:
Equal Housing Lender. Credit products are offered by U.S. Bank National Association and subject to normal credit approval. Deposit products offered by U.S. Bank National Association. Member FDIC.
U.S. Bank and its representatives do not provide tax or legal advice. Your tax and financial situation is unique. You should consult your tax and/or legal advisor for advice and information concerning your particular situation.
Wealth Sustainability services are not fiduciary in nature, and Ascent serves in a non-fiduciary role when providing these services. Wealth Sustainability services may include strategic wealth coaching services in order to facilitate your self-assessment of wealth sustainability issues. Ascent does not engage in the practice of psychology.