Ascent Private Capital Management, a division of U.S. Bank, has appointed three managing directors at its newly opened office in San Francisco.
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Tom Crotty has been appointed as managing director of financial administration, Stephen Florance has been appointed as managing director of investment consulting, and Sisi Tran has been appointed as managing director of wealth strategy.
In his new role, Crotty is responsible for risk management, customized reporting, information management coordination, financial administration, and tax reporting coordination. He will, in essence, operate as a client’s CFO with support from a national advisory team that provides wealth impact planning and a variety of other client services in the Bay Area.
In his new role, Florance is responsible for working with clients to help create customized investment portfolios tailored to their unique objectives. He will be supported by a national advisory team that delivers wealth impact planning, financial administration and a variety of other client services in the Bay Area.
As a wealth strategist, Tran is responsible for advising families on a variety of wealth planning matters, including trust and estate planning, tax planning, multigenerational planning, family governance, and risk management. She is supported by a national advisory team that provides wealth impact planning, financial administration and a variety of other client services in the Bay Area.
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