While Mary Welk has been appointed as the managing director of client advisory for the unit, Ascent Private Capital Management, Lance Losey has been appointed as the managing director of wealth strategy.
As the managing director of client advisory for Ascent Private Capital Management, Welk, will serve as the primary point of contact for UHNW clients in Seattle and coordinate an integrated team of professionals who serve these clients.
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Welk is a veteran having more than 25 years of experience in assisting UHNW and had joined US Bank in 2010 as managing director of trust, and then served as managing director, wealth management advisor, before accepting the position with Ascent.
Prior to joining US Bank, she had served as the CEO of a large family office.
Meanwhile, as the managing director of wealth strategy, Losey will provide multigenerational planning, family governance and trust and fiduciary advisory services to the UHNW clients of Ascent. He will be supported by a national advisory team that provides wealth impact planning, financial administration and exceptional client experience in the Pacific Northwest.
Prior to joining Ascent, Losey was a partner and chairman of an estate planning and probate practice group within a Seattle law firm.
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By GlobalDataCurrently, Ascent Private Capital Management deals with families with US$25 million or more in investable assets.
