Charles Staples
Analyst-Equity at First Ascent Asset Management LLC
Profile
Mr. Charles Staples is a Senior Trader & Investments Manager at First Ascent Asset Management LLC.
He is responsible for generating and executing trades and providing support to the investment team.
Mr. Staples has over five years of experience reviewing, rebalancing, and executing trades in support of RIA firms serving institutional and individual client portfolios.
Expertise in designing, implementing, and training trade procedures, thereby increasing efficiency, accuracy, and risk tolerance adherence.
He received his undergraduate degree from the University of Central Florida.
Charles Staples active positions
Companies | Position | Start |
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First Ascent Asset Management LLC
First Ascent Asset Management LLC Investment ManagersFinance First Ascent Asset Management LLC (First Ascent) is a SEC-registered investment advisor headquartered in Denver, Colorado. The firm was founded in 2015 and was acquired by GeoWealth Management LLC’s parent company, GeoWealth LLC in 2023. First Ascent manages portfolios for the clients of independent financial advisors. In very limited circumstances, the firm will also manage portfolios for clients on a direct basis, which are mostly friends and family accounts. | Analyst-Equity | 2021-06-30 |
Training of Charles Staples
University of Central Florida | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
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Female
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Executives
Linked companies
Private companies | 1 |
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First Ascent Asset Management LLC
First Ascent Asset Management LLC Investment ManagersFinance First Ascent Asset Management LLC (First Ascent) is a SEC-registered investment advisor headquartered in Denver, Colorado. The firm was founded in 2015 and was acquired by GeoWealth Management LLC’s parent company, GeoWealth LLC in 2023. First Ascent manages portfolios for the clients of independent financial advisors. In very limited circumstances, the firm will also manage portfolios for clients on a direct basis, which are mostly friends and family accounts. | Finance |
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