Ascent Private Capital Management, headquartered in Minneapolis, United States, is a subsidiary of U.S. Bank that offers wealth management and investment advisory services to ultra-high-net-worth families and individuals. Founded in 2011, Ascent Private Capital Management of U.S. Bank is dedicated to assisting families and individuals with substantial wealth in nurturing and preserving their human, intellectual, social, and financial capital across generations. Ascent works closely with multiple generations, offering a blend of traditional wealth management services and cutting-edge wealth impact strategies to establish a personal family legacy.
About Ascent Private Capital Management
As a multi-family office with over 100 employees, Ascent Private Capital Management manages around $12 billion in assets.
John Zimmerman (President), Jason Burkey-Skye (Regional Managing Director, Pacific Northwest/Rocky Mountain Region), Patrick Cowan (Senior Managing Director, National Private Banking), Andrea Ho (Managing Director, National Investment Consulting), Ben Ollendick (Regional Managing Director, Midwest/Eastern Region), Kelly Thomson (Regional Managing Director, California Region), Ashlee Woods (Managing Director, Philanthropy)
What sets Ascent Private Capital Management apart
Ascent unites families around a shared vision through planning sessions and reviews of estate structures. The firm prepares the next generation by offering educational programs that help family members understand legacy intentions and involve them as partners in the succession process. Furthermore, Ascent leverages advanced technology to securely deliver customised information, streamline workflows, and provide clients with a holistic view of their financial picture, making it a truly innovative wealth management firm.
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