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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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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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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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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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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.
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By Janet Levaux, AdvisorOne |
April 28, 2011
Ascent Private Capital Management is being led by former-Wells Fargo executive Michael Cole.