Lisa Simonson and Kato Wade have joined Ascent Private Capital Management as director of financial administration and director of client experience respectively.
Simonson will serve as chief family financial officer for Ascent’s UHNW clients with more than US$25 million in investable assets. Previously, Simonson was a senior client analyst with Laird Norton Tyee in Seattle, acting as co-advisor for several families.
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Meanwhile, Wade will oversee and support the delivery of high-quality services and unique solutions to help achieve the goals and expectations of UHNW clients. Prior to joining Ascent, Wade had served as assistant vice president and trust officer for The Private Client Reserve.
Both Simonson and Wade will be assisted by a national wealth advisory team that provides wealth impact planning, financial administration and exceptional client experience in the Pacific Northwest.
Further Jorgen Gustafson, a veteran of Morgan Stanley Smith Barney, has been appointed at The Private Client Reserve as vice president and senior portfolio manager. Gustafson will provide the group’s HNW clients with integrated and customized investment services.
As of 30 September 2012, US Bank had US$352 billion in assets and Ascent Private Capital Management and The Private Client Reserve are part of US Bank Wealth Management.
