Ascent Private Capital Management

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  New Hire Roundup: Westport Resources Promotes DeLaura

  By Marlene Y. Satter, AdvisorOne  |  May 1, 2013

  This week in new hires, Westport Resources promoted Christopher DeLaura and added Ashley Schexnaildre, and Susan Axelrod was promoted and Jonathan Sokobin was added by FINRA.

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  New Hire Roundup: LPL Financial Welcomes Lochan

  By Marlene Y. Satter, AdvisorOne  |  January 9, 2013

  This week in new hires, Brendt Stallings and Husam Nazer joined DoubleLine, the MSRB board announced that it is looking for a few good applicants, and Citi named two new co-presidents.

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  New Hire Roundup: American Century Names Bannigan COO

  By Marlene Y. Satter, AdvisorOne  |  November 7, 2012

  Also this week in new hires, Monte Garpestad went to Securities America, and the RIIA named Peng Chen academic curriculum director of its retirement management analyst curriculum.

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  New Hire Roundup: Wedbush Private Client Services Group Adds Wright

  By Marlene Y. Satter, AdvisorOne  |  October 31, 2012

  Also this week in new hires, Lance Losey and Mary Welk joined Ascent Private Capital Management and Michael Millman joined The Private Client Reserve in San Francisco.

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  New Hire Roundup: Armstrong Named Wealth Dynamics Coach at Ascent

  By Marlene Y. Satter, AdvisorOne  |  August 29, 2012

  This week in new hires, Helen Zhou became managing director of private banking for the Private Client Reserve of U.S. Bank in San Francisco, and Ryan Kaufman has become a registered representative with Securities America.

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  New Hire Roundup: Putnam Adds Three; Wagner Retires From BlackRock, Joins Board

  By Marlene Y. Satter, AdvisorOne  |  June 27, 2012

  This week in new hires, David Scheetz, Edward Deeds and James Axford joined Putnam Investments; and Susan Wagner retired as vice chairwoman of BlackRock and was named to its board.

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  Top 10 Trends in Wealth Management for 2012

  By Marlene Y. Satter, AdvisorOne, Joyce Hanson, AdvisorOne  |  January 24, 2012

  Whither wealth management? The industry will continue to undergo radical changes that began in 2008, says Aite Group in a detailed report.

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  Philanthropy Focus: US Bank and the UHNW, Pt 3—Family Retreats; Investing

  By Marlene Y. Satter, AdvisorOne  |  December 13, 2011

  At Ascent, clients are asked about the purpose behind their money, to see what kind of impact they want from their philanthropy.

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  Philanthropy Focus: US Bank and the UHNW, Pt. 2—Entrepreneurs

  By Marlene Y. Satter, AdvisorOne  |  December 12, 2011

  Michael Cole, president of US Bank's Ascent Private Capital Management, says that UHNW clients can find community around philanthropy, and can use their entrepreneurial skills as well.

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  Philanthropy Focus: US Bank and the UHNW, Pt. 1—Wealth's Impact

  By Marlene Y. Satter, AdvisorOne  |  December 9, 2011

  Ascent Private Capital Management, the UHNW division of US Bank, incorporates philanthropy from the beginning of the engagement, using staff skilled in more than just managing money.