Patrick James Krulik
Chief Investment Officer bei First Ascent Asset Management LLC
Profil
Mr. Patrick J.
Krulik, CFA, is a Chief Investment Officer at First Ascent Asset Management LLC.
He worked in the financial services industry for 14 years beginning in 2005 at Mt.
Yale, where he served as an investment analyst.
In 2007, Mr. Krulik joined EnvestnetPMC where he served in various positions in consulting, product and portfolio management.
Most recently, Mr. Krulik served as a Senior Vice President, Portfolio Management, where he was responsible for developing and managing various discretionary portfolios for their clients.
Throughout his career, his focus has been on working closely with financial advisors to help them meet their clients’ objectives and goals.
Mr. Krulik received his BS, Business Administration from University of Colorado.
Aktive Positionen von Patrick James Krulik
| Unternehmen | Position | Beginn |
|---|---|---|
First Ascent Asset Management LLC
 First Ascent Asset Management LLC Investment ManagersFinance First Ascent Asset Management LLC (First Ascent) is a SEC-registered investment advisor headquartered in Denver, Colorado. The firm was founded in 2015 and was acquired by GeoWealth Management LLC’s parent company, GeoWealth LLC in 2023. First Ascent manages portfolios for the clients of independent financial advisors. In very limited circumstances, the firm will also manage portfolios for clients on a direct basis, which are mostly friends and family accounts. | Chief Investment Officer | 01.05.2016 |
Ausbildung von Patrick James Krulik
| The Leeds School of Business | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
First Ascent Asset Management LLC
First Ascent Asset Management LLC Investment ManagersFinance First Ascent Asset Management LLC (First Ascent) is a SEC-registered investment advisor headquartered in Denver, Colorado. The firm was founded in 2015 and was acquired by GeoWealth Management LLC’s parent company, GeoWealth LLC in 2023. First Ascent manages portfolios for the clients of independent financial advisors. In very limited circumstances, the firm will also manage portfolios for clients on a direct basis, which are mostly friends and family accounts. | Finance |
