Vast collective expertise spanning more than a century

 
 

The founders of Ascendant Wealth Partners have honed their partnership over more than a decade of working together, and collectively have more than 150 years of industry experience as trusted advisors to their clients. Supported by market, operations, and administrative experts, as well as wealth specialists, each partner brings deep experience and special skills to each interaction, opportunity, and challenge.

Partners

Jim Bantis headshot.

Jim Bantis

Senior Portfolio Manager

Evan Howard headshot.

Evan Howard

Senior Portfolio Manager

Bruce Kagan headshot.

Bruce Kagan

Senior Portfolio Manager

Bruce Leboff headshot.

Bruce Leboff

Senior Portfolio Manager

Adam Moody headshot.

Adam Moody

Senior Portfolio Manager

Jonathan Paul headshot.

Jonathan Paul

Senior Portfolio Manager

Investment professionals

Katrina Black headshot.

Katrina Black

Associate Portfolio Manager

Doug Bowerman headshot.

Doug Bowerman

Associate Advisor

Sam Calamai headshot.

Sam Calamai

Associate Portfolio Manager

Max Cameron headshot.

Max Cameron

Associate Advisor

Julia Chikina headshot.

Julia Chikina

Associate Portfolio Manager

Tyler Clemens headshot.

Tyler Clemens

Associate Advisor

Griffin Cote headshot.

Griffin Cote

Associate Advisor

Pakkin Lee headshot.

Pakkin Lee

Associate Advisor

Matthew Marino headshot.

Matt Marino

Associate

Gabriel Rizzi headshot.

Gabriel Rizzi

Associate

Sam Rosen headshot.

Sam Rosen

Associate

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Lucas Ross

Associate

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Dylan Schrotter

Administrative Assistant

Akinyemi Thomas headshot.

Akinyemi Thomas

Investment Associate

Operation and administration associates

Louise Coghlan headshot.

Louise Coghlan

Administrative Assistant

Georgia Fay headshot.

Georgia Fay

Administrative Assistant

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Lindsay Goodman

Administrative Assistant

Nico Keyvani headshot.

Nico Keyvani

Associate

Jane Lang headshot.

Jane Lang

Team Operations Lead

Nathaly Minda headshot.

Nathaly Minda

Associate

Milena Santillan headshot.

Milena Santillan

Associate

Rose Wang headshot.

Rose Wang

Associate

RBC Family Office Services Team

Mark Chan headshot.

Mark Chan

Vice President, High Net Worth Planning Services
RBC Family Office Services

Jag Gandhi headshot.

Jag Gandhi

Vice President, High Net Worth Planning Services
RBC Family Office Services

Kavi Vigneswaran headshot.

Kavi Vigneswaran

Financial Planning Specialist
RBC Family Office Services