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 100 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

Julia Chikina headshot.

Julia Chikina

Associate Portfolio Manager

Gardiner Goodman headshot.

Gardiner Goodman

Associate Advisor

Operation and administration associates

Jane Lang headshot.

Jane Lang

Team Operations Manager

Catherine Brennan headshot.

Catherine Brennan

Administrative Assistant

Louise Coghlan headshot.

Louise Coghlan

Administrative Assistant

Nathaly Minda headshot.

Nathaly Minda

Associate

Alicia Dianne Adderley headshot.

Alicia Dianne Adderley

Administrative Assistant

Rose Wang headshot.

Rose Wang

Administrative Assistant

Milena Santillan headshot.

Milena Santillan

Associate

Extended 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

Portrait photography, Ira Kotliar