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 Ascent President U.S. Bank

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.”

Amanda Anderson Ascent CAO U.S. Bank

Amanda Anderson

Chief Administrative Officer

“Being able to serve our Ascent clients brings all of my experience and passion together. Our clients have the desire to make the world a better place and I’m honored to help them make it happen.” 

Jason Burkey-Skye Ascent Managing Director U.S. Bank

Jason Burkey-Skye

Regional Managing Director, Pacific Northwest/Rocky Mountain 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.” 

Patrick Cowan Ascent Private Banking U.S. Bank

Patrick Cowan

Senior Managing Director, National Private Banking 

“Each financing opportunity gives our team the ability to create the best possible outcome for a client given their unique circumstances. Getting to know clients, hearing their inspiring stories and hopefully being a part of their continued success fuels our work.”

Andrea Ho Managing Director, National Investment Consulting

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.”

Dave Lofland Ascent Strategic Partnerships U.S. Bank

Dave Lofland 

Senior Managing Director, National Sales and Strategy

“It has been rewarding to help people structure their financial lives in a way that enables them to support causes that are dear to their hearts, instill this responsibility in future generations and witness the impact they have on the world.”

Ben Ollendick Ascent Managing Director U.S. Bank

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.”

Eric Sanderson Ascent Managing Director U.S. Bank

Eric Sanderson

Senior Managing Director, Family Office Services

“I enjoy working with families of significant resources because of the incredible opportunities – and responsibilities – that come with being stewards of multigenerational legacies. When we assist families in successfully aligning their assets with their vision and values, we are truly a strategic partner in creating and sustaining multigenerational wealth.”

Kelly Thomson Ascent Managing Director U.S. Bank

Kelly Thomson

Regional Managing Director, California 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.”

Ashlee Woods Managing Director, Philanthropy U.S. Bank

Ashlee Woods

Managing Director, Philanthropy

"Integrating philanthropic advisory services at Ascent will help guide the charitable aspects of Ascent families’ lives. I look forward to serving as a thought partner to individuals, couples, families, and foundation that want to become more intentional and impact-focused with their giving.”

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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.