Ascent family office support for California and Hawaii

About our regional office

Each of our clients define success in different ways and have unique goals that drive them. We work with successful families like yours to identify your distinctive needs, goals and passions, and align around a vision for the future. Then we put the full expertise of our multidisciplinary team of experts behind you to work toward your objectives. As your family’s needs evolve, so will our partnership. We’re built to serve you now and for decades to come.

Meet our Ascent regional team.

Kelly Thomson Ascent Managing Director U.S. Bank

Kelly Thomson

Regional Managing Director

Kerwin Deese

Managing Director, Client Advisory

Justin Flach Ascent Managing Director U.S. Bank

Justin Flach

Managing Director, Wealth Strategy

Carol Khan-Hotaki Ascent Director U.S. Bank

Carol Khan-Hotaki

Director, Private Banking

Jonathan Miles Ascent Managing Director U.S. Bank

Jonathan Miles

Managing Director, Investment Consulting

Leena Patidar Ascent Managing Director U.S. Bank

Leena Patidar

Managing Director, CFO Services

Stacey Pugsley Managing Director, Client Experience

Stacey Pugsley

Managing Director, Client Experience

Eric Romaine Director, Investments

Eric Romaine

Director, Investment Consulting

Ascent private capital management services

Services to amplify your impact

From investment management to family office services, from trust and estate services to private banking, we have the expertise and resources you need. Everything we do, from our deeply personal approach to utilizing advanced technology, unlocks new possibilities to generate the greatest impact.

Newport Beach office location

The Ascent team is here to help families like yours sustain wealth across generations and support the people and causes you care about. We look forward to speaking with you about your financial and family legacy goals.

If you don’t see an Ascent office near you please request a call. One of our private capital management professionals would be pleased to assist you.

U.S. Bank Ascent family office location in Newport Beach, California

 

 

4100 Newport Place, Suite 900
Newport Beach, CA 92660

Insights from our experts

Market news

Market news

Stay informed with our up-to-date reports on economic events and news from the markets.

Family beach

Considerations for family legacy planning

These steps can help you create a legacy plan that both reflects your values and incorporates tax-efficient ways to transfer your assets.

Volunteer park

How to become a philanthropist

Progressing from a “checkbook” donor to a philanthropist can be one of the most rewarding privileges of wealth.

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Disclosures

Investment products and services are:
Not a deposit ● Not FDIC insured ● May lose value ● Not bank guaranteed ● Not insured by any federal government agency

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.

Family Office Services are not fiduciary in nature and Ascent serves in a non-fiduciary role when providing these services. Family Office Services may include leadership and legacy consulting services in order to facilitate your self-assessment of family office services issues. Ascent does not engage in the practice of psychology.