Patrick Krulik, CFA is Chief Investment Officer of First Ascent Asset Management, a Denver-based firm that provides investment management services to financial advisors and their clients. In his role, Patrick oversees the investment process while working closely with both the internal investment team and external investment committee. He has worked in the financial services industry for over 15 years, starting his career at Mt. Yale where he served as an investment analyst. Prior to joining First Ascent, Patrick served in various positions in consulting, product and portfolio management at Envestnet|PMC. Throughout his career, Patrick’s focus has been on working closely with financial advisors to help them meet the clients’ objectives and goals.
Patrick is also responsible for defining and oversight of the investment process at First Ascent Asset Management.
Patrick Krulik's Accomplishments