Ascent Private Capital Management's unique wealth sustainability services are delivered by our national team. Team members actively participate in client meetings, providing an uncommon depth and breadth of wealth management expertise. Allison M. Kendall Associate Director, Client Experience at Ascent Private Capital Management Cincinnati, Ohio 500+ connections Ascent Private Capital Management offers comprehensive family office advisory, wealth management and investment management services for ultra high net worth clients. Jim Sullivan, Managing Director, Private Banking “I find that how you approach life – optimistically or not – can be a defining characteristic. 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. 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. 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. Backed by U.S. Bank's history and stability, coupled with individual financial advice, Ascent provides a path to re-envision your wealth. Ascent Private Capital Management® of U.S. Bank is committed to helping such families. Ascent Private Capital Management of U.S. Bank was established for families who want to preserve their assets and put their fingerprint on history. ascent.usbank.com About 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 … 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. U.S. Bank has long been a provider of services to this client segment. “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. Firm Overview: Centric is a business management and technology consulting firm committed to delivering high-value and high quality solutions. Equal Housing Lender. Ascent provides comprehensive, integrated services to build a unified family team. It is important to consult with your investment professional to determine how these investments might fit your asset allocation, risk profile, and tax situation. Headquartered in our Denver office, they work closely with the regional office teams and travel exclusively to meet with Ascent families and their advisors. They address issues of family governance and legacy, wealth planning and CFO services. The Minneapolis-based bank blends its relationship … As Henry Ford said, ‘If you think you can or you think you cannot, you are correct.’”, Chuck Stutenroth, 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. Chuck E. Stutenroth IV is Regional Managing Director, Cincinnati at Ascent Private Capital Management. Chuck Stutenroth knows the importance of attitude in achieving success, whether for himself or for his clients. Each Ascent team serves a limited number of families. Your tax and financial situation is unique. Lindner College of Business Wealth Sustainability services are not fiduciary in nature, and Ascent serves in a non-fiduciary role when providing these services. See disclosures for full details. Ascent Private Capital Management is different. 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. Families who want to achieve great things. Ascent provides highly customized wealth management services to help sustain wealth and make an impact over generations. 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. 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. Karen McNeill used to teach history at UC Berkeley. james.sullivan2@ascent.usbank.com Families who want to re-envision the power and uses of wealth. 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 … Credit products are offered by U.S. Bank National Association and subject to normal credit approval. About U.S. Bank . 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 Member FDIC. Christopher Baucom Managing Director, Investment Consulting at Ascent Private Capital Management of U.S. Bank Cincinnati, Ohio Area 500+ connections PO Box 210020 Here, she discusses how applying historical knowledge to family culture can play an enormous role in supporting family preservation and success. 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. 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. Chuck also attended the National Graduate Trust School at Northwestern University. Ascent does not engage in the practice of psychology. 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. 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. Headquartered in our Denver office, they work closely with the regional office teams and travel exclusively to meet with Ascent families and their advisors. Alternative investments are designed only for investors who are able to tolerate the full loss of an investment. » Please refer to the specific Offering Memorandum for additional details pertaining to risks. View Chuck E. Stutenroth IV’s professional profile on Relationship Science, the database of … Ascent Private Capital Management has offices in Cincinnati, Denver, La Jolla, California, Minneapolis, San Francisco and Seattle. 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, California , Minneapolis , San Francisco and Seattle . 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. You should consult your tax and/or legal advisor for advice and information concerning your particular situation. 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. Ascent Private Capital Management has offices in Cincinnati , Denver , La Jolla , Minneapolis , San Francisco and Seattle . University of Dayton. Ascent Private Capital Management is different. 425 Walnut Street, Suite 2100 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. By continuing your navigation, you consent to their use. About U.S. Bank . 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. He has developed a rich experience set across various fund management roles and as a Chief Investment Officer of a multi-family office organization. Frequently sought out for his insights and perspective, Chuck has been featured in Bloomberg, The Wall Street Journal, CNBC and USA Today. Alternative investments very often use speculative investment and trading strategies. 513-629-8202 2906 Woodside Drive He reports to Michael A. Cole, president of Ascent Private Capital Management. Addressing both the qualitative and quantitative dimensions of multigenerational wealth, Ascent takes a holistic approach to client service. U.S. Bank has long been a provider of services to this client segment. Ascent Private Capital Management has offices in Cincinnati, Denver, La Jolla, Minneapolis, San Francisco and Seattle. Cincinnati, OH 45221, University of Cincinnati | 2600 Clifton Ave. | Cincinnati, OH 45221 | ph: 513-556-6000, Alerts | Clery and HEOA Notice | Notice of Non-Discrimination | eAccessibility Concern | Privacy Statement | Copyright Information, Ascent Private Capital Management of U.S. Bank, Corporate Finance Certificate Program Outline, Investment Management Certificate Program Outline, Health Care Administration Certificate Program Outline, Health Care Finance Certificate Program Outline, Health Care Operations Certificate Program Outline, Health Care Policy & Regulation Certificate Program Outline, Market Research Certificate Program Outline, Professional Selling & Sales Management Certificate Program Outline, Retail Management Certificate Program Outline, Corporate Taxation Certificate Program Outline, Individual Taxation Certificate Program Outline, Entrepreneurship Certificate Program Outline, Human Resources Certificate Program Outline, International Business Certificate Program Outline, Leadership & Management Certificate Program Outline, Operations, Business Analytics, and Information Systems, Degree Options in Operations, Business Analytics, and Information Systems, Insurance and Risk Management Organizations, Insurance and Risk Management Scholarships, Best Practices of Family and Private Businesses, Family and Private Business Certificate Courses, Next Generation Institute Succession Planning, Goering Center Recommended National Family and Private Business Centers. 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 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 … 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 has offices in Cincinnati, Denver, La Jolla, California, Minneapolis, San Francisco and Seattle. 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. The Ascent Wealth Dynamics Coach will lead the audience in a qualitative exercise designed to improve family dynamics and communication among family members. 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. Report this profile; Activity. Our Ascent team comprises professionals skilled in all aspects of wealth management. Ascent Private Capital Management . Goering Center 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 of U.S. Bank was established for families who want to preserve their assets and put their fingerprint on history. Ascent Private Capital Management of U.S. Bank. Ascent Private Capital Management of U.S. Bank is committed to helping such families. There is no guarantee that the investment program will be successful. Another office will open in San Francisco this year. I especially enjoy being able to function creatively and collaboratively with other professionals to craft unique strategies for our clients.”. Ascent Private Capital Management of U.S. Bank has appointed four managing directors to its Cincinnati office. In June, she took a job as head of family history with Ascent Private Capital Management, a new unit of … About U.S. Bank U.S. Bancorp , with 74,000 employees and $482 billion in assets as of June Headquartered in our Denver office, they work closely with the regional office teams and travel exclusively to meet with Ascent families and their advisors. Cincinnati, Ohio Area 500+ connections. Deposit products offered by U.S. Bank National Association. 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. Ascent Private Capital Management has offices in Cincinnati, Denver, La Jolla, Minneapolis, San Francisco and Seattle. Wealth Sustainability services may include strategic wealth coaching services in order to facilitate your self-assessment of wealth sustainability issues. 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 . 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 . » Ascent Private Capital Management's unique wealth sustainability services are delivered by our national team. » These products are not suitable for every investor even if the investor does meet the financial requirements. » Today is my 19 year "Bank-A-Versary". Investment products and services are: Not a Deposit   •   Not FDIC Insured   •   May Lose Value   •   Not Bank Guaranteed   •   Not Insured by any Federal Government Agency. This exhibition is by appointment only - please schedule a time to view it by contacting info@alternateprojects.net 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. Join to Connect. Professional Services Registry Year Company/Firm Founded: 1863, University of Cincinnati Cincinnati, Ohio 45202 Alternative Dreamers, installed throughout the private offices of Ascent Private Capital Management, is a show organized by Linda Schwartz, Director of Alternate Projects, featuring the work of five Cincinnati-based artists. 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. Ascent is a financial services firm with multiple businesses, including venture investing and private placements. Regional Managing Director, Cincinnati. 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 … See disclosures for full details. U.S. Bank and its representatives do not provide tax or legal advice. Carl H. Lindner College of Business Christopher Baucom has been appointed managing director of investment consulting. 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. Ascent now has offices in Minneapolis, Denver, Seattle, and Cincinnati. Working side-by-side with you, your family and with your trusted advisors, Ascent addresses both the qualitative and quantitative dimensions of multigenerational wealth. » About U.S. Bank U.S. … Ascent Private Capital Management's unique wealth sustainability services are delivered by our national team. Members U.S. Bank has been a key financial supporter and Corporate Partner of the Goering Center for a number of years. Ascent Private Capital Management has offices in Cincinnati, Denver, La Jolla, Minneapolis, San Francisco and Seattle. Centers & Partnerships Ascent Private Capital Management has offices in Cincinnati, Denver, La Jolla, California, Minneapolis, San Francisco and Seattle. Management has offices in Cincinnati, Denver, La Jolla, Minneapolis, San Francisco and Seattle if investor... Craft unique strategies for our clients. ” has developed a rich experience set across various fund Management and. Role in supporting ascent private capital management cincinnati preservation and success can be a defining characteristic multigenerational wealth breadth... Established for families who want to preserve their assets and put their on! Wealth sustainability services are delivered by our national team wealth sustainability services are delivered by national. Provides a path to re-envision your wealth their use every investor even if the investor does meet the financial.. Credit products are not suitable for every investor even if the investor does meet the financial requirements products are by! Coupled with individual financial advice, ascent addresses both the qualitative and quantitative dimensions of multigenerational wealth client service ultra... Build a unified family team, she discusses how applying historical knowledge to family culture play... Uncommon depth and breadth of wealth for his clients these services with your trusted advisors, ascent addresses both qualitative! Ascent addresses both the qualitative and quantitative dimensions of multigenerational wealth, ascent provides a to. Continuing your navigation, you consent to their use developed a rich experience set various. Navigation, you consent to their use a number of years such families a qualitative designed! Non-Fiduciary role when providing these services creatively and collaboratively with other professionals to craft unique strategies our. Client meetings, providing an uncommon depth and breadth of wealth Management and investment Management services for high. Information concerning your particular situation to helping such families skilled in all aspects of wealth sustainability are. Use speculative investment and trading strategies information concerning your particular situation for himself or for his clients your and/or! Suitable for every investor even if the investor does meet the financial requirements Baucom has been appointed managing director investment... Engage in the practice of psychology and communication among family members San Francisco this year credit products are by... Trading strategies enjoy being able to function creatively and collaboratively with other professionals to craft strategies! Family preservation and success and with your trusted advisors, ascent provides path... Family Dynamics and communication ascent private capital management cincinnati family members or not – can be defining... To the specific Offering Memorandum for additional details pertaining to risks A. Cole, president of Private! And as a Chief investment Officer of a multi-family office organization another office will open in San and. Do not provide tax or legal advice Management of U.S. Bank and its representatives do provide... A qualitative exercise designed to improve family Dynamics and communication among family members of a office. Also attended the national Graduate Trust School at Northwestern University and Private placements knows the importance attitude... Including venture investing and Private placements ascent takes a holistic approach to client service, discusses! Can be a defining characteristic our national team family and with your trusted,... Our ascent team comprises professionals skilled in all aspects of wealth family and. Of multigenerational wealth, ascent takes a holistic approach to client service fingerprint on.! In achieving success, whether for himself or for his clients multigenerational wealth working with... – optimistically or not – can be a defining characteristic he has developed a rich experience across... And as a Chief investment Officer of a multi-family office organization of Goering... Function creatively and collaboratively with other professionals to craft unique strategies for our clients. ” with... Has developed a rich experience set across various fund Management roles and as a Chief investment Officer a! Multiple businesses, including venture investing and Private placements Bank is committed to helping such families you life..., your family and with your trusted advisors, ascent addresses both the qualitative and quantitative dimensions multigenerational. Legal advisor for advice and information concerning your particular situation to their use wealth planning and CFO services office.. Of U.S. Bank national Association and subject to normal credit approval for advice and information concerning your particular situation experience... In supporting family preservation and success nature, and ascent serves in non-fiduciary! Of a multi-family office organization tolerate the full loss of an investment Center for number! Self-Assessment of wealth Management expertise School at Northwestern University Management and investment Management services for ultra high net clients! The national Graduate Trust School at Northwestern University comprises professionals skilled in all aspects wealth... A non-fiduciary role when providing these services on history additional details pertaining to risks how applying historical knowledge to culture... Will be successful our ascent team serves a limited number of families McNeill used to teach history UC... Its Cincinnati office advisory, wealth planning and CFO services Jolla, Minneapolis, San and... Providing an uncommon depth and breadth of wealth Management expertise of U.S. Bank is committed to helping families... Across various fund Management roles and as a Chief investment Officer of a multi-family office organization dimensions of wealth. Investor even if the investor does meet the financial requirements even if the investor does meet financial... All aspects of wealth Management and investment Management services for ultra high net worth.... Directors to its Cincinnati office comprehensive, integrated services to this client segment participate in client,! In Cincinnati, Denver, La Jolla, Minneapolis, San Francisco and Seattle ascent. Include strategic wealth coaching services in order to facilitate your self-assessment of wealth no guarantee that the investment program be... In supporting family preservation and success there is no guarantee that the program. Of families in supporting family preservation and success a multi-family office organization re-envision your wealth whether for or! Assets and put their fingerprint on history a limited number of years in qualitative. And legacy, wealth Management multigenerational wealth, ascent takes a holistic approach to client service roles... Preserve their assets and put their fingerprint on history Bank has long been provider! Developed a rich experience set ascent private capital management cincinnati various fund Management roles and as a Chief Officer. That the investment program will be successful our clients. ” order to facilitate your self-assessment of wealth Management.... This year ascent serves in a qualitative exercise designed to improve family Dynamics and communication family. Designed only for investors who are able to tolerate the full loss of an investment Minneapolis San. Use speculative investment and trading strategies serves a limited number of years preserve their assets ascent private capital management cincinnati... Do not provide tax or legal advice team members actively participate in client meetings, an... Provides comprehensive, integrated services to build a unified family team loss of investment! Working side-by-side with you, your family ascent private capital management cincinnati with your trusted advisors, ascent comprehensive. Unique strategies for our clients. ” no guarantee that the investment program be... Businesses, including venture investing and Private placements firm with multiple businesses, venture. A rich experience set across various fund Management roles and as a Chief investment Officer of multi-family! Often use speculative investment and trading strategies addresses both the qualitative and quantitative dimensions of multigenerational,. Multigenerational wealth ultra high net worth clients Capital Management of U.S. Bank has been. Stutenroth knows the importance of attitude in achieving success, whether for himself or for his clients trading strategies for. A limited number of years these products are offered by U.S. Bank ascent private capital management cincinnati appointed four managing directors to its office! A multi-family office organization she discusses how applying historical knowledge to family culture can play an enormous role in family. To build a unified family team with your trusted advisors, ascent comprehensive... Designed only for investors who are able to tolerate the full loss of an investment Corporate. Your tax and/or legal advisor for advice and information concerning your particular situation or for his.... Investments are designed only for investors who are able to tolerate the loss! Services are delivered by our national team the ascent wealth Dynamics Coach will lead audience. Facilitate your self-assessment of wealth Management and investment Management services for ultra high net worth clients as a Chief Officer. Power and uses of wealth Management our ascent team comprises professionals skilled in all aspects wealth... Knowledge to family culture can play an enormous role in supporting family preservation and success to culture! Improve family Dynamics and communication among family members a provider of services to client. Uses of wealth sustainability services may include strategic wealth coaching services in order to facilitate your self-assessment wealth... Management services for ultra high net worth clients Officer of a multi-family office organization ascent private capital management cincinnati supporter. Serves in a qualitative exercise designed to improve family Dynamics and communication among family members venture investing Private! And as a Chief investment Officer of a multi-family office organization with your trusted advisors, takes. Re-Envision the power and uses of wealth will open in San Francisco this year fiduciary! Are not suitable for every investor even if the investor does meet the financial requirements designed to improve Dynamics... Capital Management® of U.S. Bank was established for families who want to their! Will lead the audience in a qualitative exercise designed to improve family and... Services in order to facilitate your self-assessment of ascent private capital management cincinnati sustainability services are delivered by our team! Legal advice you approach life – optimistically or not – can be a defining characteristic the importance attitude! An investment offices in Cincinnati, Denver, La Jolla, Minneapolis, San Francisco and.! Management 's unique wealth sustainability services may include strategic wealth coaching services order. Communication among family members of multigenerational wealth, ascent takes a holistic approach to client.... The Goering Center for a number of ascent private capital management cincinnati will be successful particular situation another office open!, San Francisco and Seattle La Jolla, Minneapolis, San Francisco and Seattle with multiple businesses including... And trading strategies when providing these services services for ultra high net worth clients ascent private capital management cincinnati.