In this episode, we sit down with Karen McNeill, Head of Family History at Ascent Private Capital Management of U.S. Bank, to discuss her fascinating role in researching family histories as part of a comprehensive wealth planning platform. Allison M. Kendall Associate Director, Client Experience at Ascent Private Capital Management Cincinnati, Ohio 500+ connections He reports to Michael A. Cole, president of Ascent Private Capital Management. Another office will open in San Francisco this year. Chuck E. Stutenroth IV is Regional Managing Director, Cincinnati at Ascent Private Capital Management. Ascent Private Capital Management has offices in Cincinnati , Denver , La Jolla, California , Minneapolis , San Francisco and Seattle . Ascent Private Capital Management of U.S. Bank was established for families who want to preserve their assets and put their fingerprint on history. U.S. Bancorp, with 74,000 employees and $482 billion in assets as of June 30, 2019, is the parent company of U.S. Bank, the fifth-largest commercial bank in the United States. Ascent Private Capital Management has offices in Cincinnati, Denver, La Jolla, Minneapolis, San Francisco and Seattle. Alternative investments are designed only for investors who are able to tolerate the full loss of an investment. U.S. Bank has long been a provider of services to this client segment. Join to Connect. Ascent Private Capital Management has offices in Cincinnati, Denver, La Jolla, California, Minneapolis, San Francisco and Seattle. This exhibition is by appointment only - please schedule a time to view it by contacting info@alternateprojects.net Ascent Private Capital Management's unique wealth sustainability services are delivered by our national team. Professional Services Registry 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. Today, these families are served through our Ascent office in a comfortable and innovative environment designed specifically to help families come together and re-envision the possibilities for their wealth and their future legacies. Building on that legacy, Ascent Private Capital Management has stepped forward as a Corporate Partner and exclusive Sponsor of the new Road Map Institute for Entrepreneurial Families. “I find that how you approach life – optimistically or not – can be a defining characteristic. Ascent Private Capital Management has offices in Cincinnati , Denver , La Jolla , Minneapolis , San Francisco and Seattle . Ascent Private Capital Management helps individuals and families with $50 million or more in net worth make an impact with their wealth by providing highly personalized tactical wealth management (wealth planning, investment management, trust and estate, private banking and family office advisory) and strategic wealth management (family education and communication, preparation of heirs, family … Team members actively participate in client meetings, providing an uncommon depth and breadth of wealth management expertise. Ascent Private Capital Management is different. Our Ascent team comprises professionals skilled in all aspects of wealth management. Lindner College of Business Key services provided by Ascent include:  Investment Consulting – providing strategic asset allocation, manager selection and portfolio management, Financial Administration – providing cash management and bill pay services, Information Management – providing data aggregation and asset management performance reporting, Private Banking – providing customized financing for individuals and business owners, Wealth Impact Planning – providing wealth transfer and business succession planning and an unparalleled Client Experience – with a highly skilled, multi-disciplinary team. CINCINNATI, Ohio (June 12, 2012) – U.S. Bank, a leading provider of wealth management and private banking services,* announced today that Chuck Stutenroth has been appointed regional managing director for Ascent Private Capital Management of U.S. Bank in Cincinnati. Families who want to re-envision the powers and uses of wealth and who want to do great things for themselves, future generations and society. See disclosures for full details. Ascent Private Capital Management has offices in Cincinnati, Denver, La Jolla, California, Minneapolis, San Francisco and Seattle. These products are not suitable for every investor even if the investor does meet the financial requirements. Regional Managing Director, Cincinnati. Ascent Private Capital Management® of U.S. Bank is committed to helping such families. 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Ascent does not engage in the practice of psychology. Ascent Private Capital Management of U.S. Bank is committed to helping such families. For generations, U.S. Bank has served families and businesses that have fostered the growth of this vibrant region while leaving a lasting legacy for future Cincinnatians and society. We create unmatched client and employee experiences with innovative solutions for our clients’ critical challenges and by creating a rewarding and enjoyable work environment for our people. View Chuck E. Stutenroth IV’s professional profile on Relationship Science, the database of … » Ascent is a financial services firm with multiple businesses, including venture investing and private placements. About U.S. Bank U.S. Bancorp (NYSE: USB), with 74,000 employees and $461 billion in assets as of June 30, 2018 , is the parent company of U.S. Bank , the fifth-largest commercial bank in the United States . CINCINNATI (November 14, 2012) – U.S. Bank Wealth Management, a top 20 wealth manager,* announced today that its Ascent Private Capital Management business has opened a Cincinnati office to serve ultra high net worth clients. Your tax and financial situation is unique. Chuck Stutenroth knows the importance of attitude in achieving success, whether for himself or for his clients. As Regional Managing Director of Ascent’s Cincinnati office, Chuck brings a leadership approach that reflects both his can-do attitude and a depth of professional experience and insight gained over 24 years of work with institutional clients and families of significant wealth. Ascent Private Capital Management of U.S. Bank was established for families who want to preserve their assets and put their fingerprint on history. What We Do Working side-by-side with multiple generations of your family, Ascent offers a combination of traditional investment management services, leading-edge wealth sustainability strategies and … U.S. Bancorp (NYSE: USB), with 74,000 employees and $461 billion in assets as of June 30, 2018, is the parent company of U.S. Bank, the fifth-largest commercial bank in the United States. Ascent Private Capital Management is pleased to offer one of our Wealth Dynamic Coaches, a professional in mission, vision, and family values, to facilitate a discussion at a Core Member Breakfast. Ascent Private Capital Management . Each Ascent team serves a limited number of families. Ascent was created for families and individuals with significant wealth who not only want to preserve and protect their assets, but also want to put their fingerprint on history. Ascent Private Capital Management's unique wealth sustainability services are delivered by our national team. Families who want to re-envision the powers and uses of wealth and who want to do great things for themselves, future generations and society. Cincinnati, Ohio 45202 Frequently sought out for his insights and perspective, Chuck has been featured in Bloomberg, The Wall Street Journal, CNBC and USA Today. Cincinnati, Ohio Area 500+ connections. Firm Overview: Centric is a business management and technology consulting firm committed to delivering high-value and high quality solutions. With a view of Fountain Square, the vibrant heart of the city where Cincinnatians gather, the U.S. Bank Tower in Cincinnati makes an ideal location for Ascent Private Capital Management’s office. Members 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. » “I love the complexity and dynamics of working with families to develop wealth management strategies to help them meet their goals while making a positive impact on the lives of those they care for and the world around them. Goering Center Here, she discusses how applying historical knowledge to family culture can play an enormous role in supporting family preservation and success. Wealth Sustainability services may include strategic wealth coaching services in order to facilitate your self-assessment of wealth sustainability issues. Please refer to the specific Offering Memorandum for additional details pertaining to risks. Credit products are offered by U.S. Bank National Association and subject to normal credit approval. 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. Ascent Private Capital Management has offices in Cincinnati, Denver, La Jolla, Minneapolis, San Francisco and Seattle. Centers & Partnerships About U.S. Bank U.S. Bancorp (NYSE: USB), with 74,000 employees and $461 billion in assets as of June 30, 2018 , is the parent company of U.S. Bank , the fifth-largest commercial bank in the United States . » PO Box 210020 Alternative investments very often use speculative investment and trading strategies. Equal Housing Lender. Chuck also attended the National Graduate Trust School at Northwestern University. With a particular focus on portfolio management, his career has spanned the key areas of portfolio construction, hedging and risk management, manager selection, and professional staff development. Ascent Private Capital Management of U.S. Bank. Ascent Private Capital Management helps individuals and families with $50 million or more in net worth make an impact with their wealth by providing highly personalized tactical wealth management (wealth planning, investment management, trust and estate, private banking and family office advisory) and strategic wealth management (family education and communication, preparation of heirs, family … Ascent Private Capital Management offers comprehensive family office advisory, wealth management and investment management services for ultra high net worth clients. Carl H. Lindner College of Business Report this profile; Activity. About U.S. Bank . About U.S. Bank. Families who want to re-envision the power and uses of wealth. Jim Sullivan, Managing Director, Private Banking It is important to consult with your investment professional to determine how these investments might fit your asset allocation, risk profile, and tax situation. 425 Walnut Street, Suite 2100 Ascent Private Capital Management of U.S. Bank has appointed four managing directors to its Cincinnati office. U.S. Bank and its representatives do not provide tax or legal advice. Samuel Curtis Johnson Graduate School of Management is the graduate business school of Cornell University, a private Ivy League university located in Ithaca, New York. Backed by U.S. Bank's history and stability, coupled with individual financial advice, Ascent provides a path to re-envision your wealth. A Chartered Financial Analyst (CFA), he also earned his MBA in international finance from Xavier University and has a BBA in economics and management from the University of Kentucky. Cincinnati Family Office With a view of Fountain Square, the vibrant heart of the city where Cincinnatians gather, the U.S. Bank Tower in Cincinnati makes an ideal location for Ascent Private Capital Management’s office. I especially enjoy being able to function creatively and collaboratively with other professionals to craft unique strategies for our clients.”. U.S. Bank has long been a provider of services to this client segment. Headquartered in our Denver office, they work closely with the regional office teams and travel exclusively to meet with Ascent families and their advisors. By continuing your navigation, you consent to their use. Headquartered in our Denver office, they work closely with the regional office teams and travel exclusively to meet with Ascent families and their advisors. U.S. Bank has been a key financial supporter and Corporate Partner of the Goering Center for a number of years. About U.S. Bank U.S. Bancorp , with 74,000 employees and $482 billion in assets as of June 513-629-8202 2906 Woodside Drive In June, she took a job as head of family history with Ascent Private Capital Management, a new unit of … University of Dayton. » Ascent now has offices in Minneapolis, Denver, Seattle, and Cincinnati. Families who want to achieve great things. Wealth Sustainability services are not fiduciary in nature, and Ascent serves in a non-fiduciary role when providing these services. Today is my 19 year "Bank-A-Versary". The organizational chart of Ascent Private Capital Management displays its 6 main executives including John Zimmerman and Amanda Anderson × We use cookies to provide a better service. Ascent Private Capital Management is different. Headquartered in our Denver office, they work closely with the regional office teams and travel exclusively to meet with Ascent families and their advisors. » Investment products and services are: Not a Deposit   •   Not FDIC Insured   •   May Lose Value   •   Not Bank Guaranteed   •   Not Insured by any Federal Government Agency. CINCINNATI (November 14, 2012) – U.S. Bank Wealth Management, a top 20 wealth manager,* announced today that its Ascent Private Capital Management business has opened a Cincinnati office to serve ultra high net worth clients. See disclosures for full details. U.S. Bank Announces Ascent Private Capital Management - April 27, 2011 Stephen Mullin Named Market Leader For The Private Client Reserve of U.S. Bank in Cincinnati - February 7, 2011 U.S. Bank Names Barry Brundage Managing Director and Wealth Management Advisor - February 2, 2011 Christopher Baucom has been appointed managing director of investment consulting. They address issues of family governance and legacy, wealth planning and CFO services. Deposit products offered by U.S. Bank National Association. There is no guarantee that the investment program will be successful. Christopher Baucom Managing Director, Investment Consulting at Ascent Private Capital Management of U.S. Bank Cincinnati, Ohio Area 500+ connections The Ascent Wealth Dynamics Coach will lead the audience in a qualitative exercise designed to improve family dynamics and communication among family members. Year Company/Firm Founded: 1863, University of Cincinnati ascent.usbank.com As Henry Ford said, ‘If you think you can or you think you cannot, you are correct.’”, Chuck Stutenroth, Ascent Private Capital Management has offices in Cincinnati, Denver, La Jolla, Minneapolis, San Francisco and Seattle. Ascent provides comprehensive, integrated services to build a unified family team. About U.S. Bank U.S. Bancorp , with 74,000 employees and $482 billion in assets as of June 30, 2019 , is the parent company of U.S. Bank , the … About U.S. Bank U.S. … Karen McNeill used to teach history at UC Berkeley. About U.S. Bank . Ascent provides highly customized wealth management services to help sustain wealth and make an impact over generations. He has developed a rich experience set across various fund management roles and as a Chief Investment Officer of a multi-family office organization. The Minneapolis-based bank blends its relationship … You should consult your tax and/or legal advisor for advice and information concerning your particular situation. With a view of Fountain Square, the vibrant heart of the city where Cincinnatians gather, the U.S. Bank Tower in Cincinnati makes an ideal location for Ascent Private Capital Management’s office. Ascent Private Capital Management's unique wealth sustainability services are delivered by our national team. 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