Broker Check

Meet Your Team

The Integrated WealthCare team is comprised of professionals directly involved in the firm, as well as outside specialists with whom we affiliate. Through our unique and collaborative model, we are able to design comprehensive financial solutions that coordinate all aspects of a physician’s financial life. Our professionals collaborate for your benefit, rather than compete for your interests.

First Ascent Asset Management is a partner of Integrated WealthCare, providing back-office support for our investment advisory clients. A completely independent team of chartered financial analysists, operations specialists and financial analysists, First Ascent provides our clients with integrated portfolio construction, trading, account administration, billing, and account reconciliation.

Our investment team includes:

First Ascent Asset Management Partners

Patrick Krulik, CFA

Patrick Krulik, CFA

Chief Investment Officer- First Ascent

Scott  MacKillop, JD.

Scott MacKillop, JD.

CEO and Founder -First Ascent

Independent Investment Comittee

Geoff  Selzer, CFA

Geoff Selzer, CFA

Member, First Ascent Investment Committee

Mary Kathryn  Campion, Ph.D., CFA, AIFA

Mary Kathryn Campion, Ph.D., CFA, AIFA

Member, First Ascent Investment Committee

Merrill  Stillwell, CFA

Merrill Stillwell, CFA

Member, First Ascent Investment Committee

Shane  Morrow, CFP®, CIMA, CAIA, CFA Level II candidate

Shane Morrow, CFP®, CIMA, CAIA, CFA Level II candidate

Member, First Ascent Investment Committee

We are pleased to harness the experience and insight of this team for the benefit of our clients. Please refer to First Ascent’s ADV for more detailed information.