Personal attention from a committed team

The Ascent leadership team emphasizes a service culture that results in deeply personal attention, focusing on both the achievement of wealth and the possibilities it creates for families like yours.

As president of Ascent Private Capital Management, John Zimmerman sets the strategic direction and oversees all aspects of Ascent. John, along with his leadership team, has a strong commitment to the community and to helping families protect and enhance their wealth from generation to generation.

The Ascent leadership team

John Zimmerman

President

“More than stewards, we are trusted partners and multidisciplinary experts, working hard and talking honestly. Championing your next challenge and amplifying your purpose to create a better, more rewarding world for you and your family.”

Jason Burkey-Skye

Regional Managing Director, West Region

“Families that have gained great fortune through entrepreneurial ventures are in the best position to have a positive and lasting impact on society. To be a part of a team that supports their effort is incredibly gratifying.” 

Andrea Ho

Managing Director, National Investment Consulting

“Families of significant wealth are faced with both unique opportunities as well as unique challenges. It is an honor and pleasure to support clients in their respective journeys, helping them to discover meaning through intention and the thoughtful allocation of capital.”

Jennifer McGeehan

Chief Administrative Officer

“Client experience and innovation are at the core of our operations. We are dedicated to pushing the boundaries of what’s possible in financial operations by providing our families with cutting-edge solutions and strategies.”

Shannon Moore

National Sales and Strategy

“I connect the broader services and capabilities of U.S. Bank to expand family access to best-in-class generational wealth transfers. We blend personal attention with unique regional understanding and national reach to support our clients in amplifying their purpose.”

Ben Ollendick

Regional Managing Director, Midwest/Eastern Region

“I am honored to help clients who are focused on growing their family’s human and intellectual capital within the framework of their financial capital. The uniqueness and complexity of individual circumstances allows us to explore many unique wealth management approaches in support of their goals.”

Tom Thiegs

Managing Director, Senior Leadership and Legacy Consultant

“Wealth can add complexity to family relationships, but it can also present great opportunities for conversation, learning, and growth. We help families navigate their journey with coaching, education, support, and preparation for important milestones.”

Kelly Thomson

Regional Managing Director, California/Arizona Region

“I enjoy hearing the incredible family stories our clients have to tell. A good story starts from where you came from, where you are today and where you want to go next. The part I like best is offering our unique services so that members of succeeding generations will have new stories to tell.”

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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.