Ascent family office support for Alaska, Idaho, Montana, Oregon and Washington

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.

Lance Losey Ascent Managing Director U.S. Bank

Lance Losey

Regional Managing Director

206-342-7117

Michael Balt Ascent Managing Director U.S. Bank

Michael Balt

Managing Director, Client Experience

206-342-7106

Scott Breiler Ascent Director U.S. Bank

Scott Breiler

Director, Private Banking

206-342-7086

Kai Carroll Ascent Director U.S. Bank

Kai Carroll

Director, Client Advisory

206-342-7006

Patti Dill Ascent Managing Director U.S. Bank

Patti Dill

Managing Director, Client Advisory

206-342-7107

Nick Lengeling Ascent Director U.S. Bank

Nick Lengeling

Managing Director, Investments

206-342-7103

Eric Rizza Ascent Managing Director U.S. Bank

Eric Rizza

Managing Director, Investments

206-342-7068

Nate Rothbauer Ascent Managing Director U.S. Bank

Nate Rothbauer

Managing Director, Family Office Services

206-342-7171

Jonathan Tomono Ascent Director U.S. Bank

Jonathan Tomono

Director, CFO Services

206-342-7078

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.

Seattle 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 Seattle, Washington

 

 

1420 Fifth Avenue, Suite 1300
Seattle, WA 98101

Insights from our experts

Market news

Market news

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

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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
WI-002 Not-not-may: Bank only
XX-021 Tax/legal advice - Bank only
WI-201 Ascent Family Office Services
WI-118C EH Credit Products only