Seattle Family Office
Located in the U.S. Bank City Centre building, the Ascent Private Capital Management office is part of the city’s iconic downtown skyline oriented toward the waters of Puget Sound and the mountains of the Olympic Peninsula. U.S. Bank’s roots were planted in the Pacific Northwest, and for more than a century the bank has served successful families and family-owned businesses that embody the energy, pioneering spirit and optimism of the West. Ascent clients represent a unique mix of generations-deep families and newly-arrived innovators who are changing the face of business and technology and strengthening our strong ties to the Pacific Rim and throughout the world. Our Seattle family office is the perfect setting for Ascent clients to explore new ideas for managing and making an impact with their wealth.
John has a strong commitment to the community and to helping families protect and enhance their wealth. He knows that clients expect a breadth of coordinated services delivered via a customized, high-touch experience and is committed to delivering on those expectations.
As president of Ascent Private Capital Management, John sets the strategic direction and oversees all aspects of Ascent. He has more than 30 years of financial services experience, particularly in serving ultra high net worth clients. Prior to his appointment as President, John served as Ascent’s regional managing director for the Denver region.
John is a Chartered Financial Analyst and holds a bachelor’s degree from the University of Missouri and a master’s degree from Saint Louis University. Community involvement is a passion; he serves on the boards of Boy Scouts of America — Denver Area Council, Seeds of Hope Charitable Trust, the Catholic Foundation of Northern Colorado and the University of Missouri Trulaske School of Business strategic development board.
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.