Amanda Anderson

Chief Administrative Officer
Ascent Private Client Management

Amanda Anderson has a favorite quote from the writer and poet Maya Angelou that informs her approach to client service: “People will forget what you said, people will forget what you did, but people will never forget how you made them feel.” Her aim is “to create an environment where clients are delighted and feel valued.”

“My life’s passion is being at the nexus of business and society,” says Amanda. Amanda’s education was focused on managing resources in a sustainable way and “doing good.” Her volunteerism has been focused on educating less-privileged entrepreneurs about how to start businesses that can set them up for a better life, and her professional life has been spent making financial services operations run smoothly.

“Being able to serve our Ascent clients brings all of my experience and passion together. Our clients have the desire make the world a better place and I’m honored to help them make it happen.”

With more than 20 years’ experience in the financial sector, Amanda manages products and services tailored to the needs of ultra-high net worth families. She has responsibility for product and service strategy, business project management, regional and national coordination, and financial planning and analysis. Her role further includes matrix supervision of all Managing Directors of Client Experience and Specialized Fiduciary Services with the goal of achieving exemplary execution on behalf of Ascent’s clients.

Amanda is a graduate of the University of Minnesota, earning her Bachelor of Science with Distinction in Environmental Science. She completed her Master of Business Administration with a focus in sustainability at Yale University.

Important Disclosures
 

Investment products and services are:
Not a Deposit   •   Not FDIC Insured   •   May Lose Value   •   Not Bank Guaranteed   •   Not Insured by any Federal Government Agency

  
 

Equal Housing Lender Equal Housing Lender. Credit products are offered by U.S. Bank National Association and subject to normal credit approval. Deposit products offered by U.S. Bank National Association. Member FDIC.

U.S. Bank and its representatives do not provide tax or legal advice. Your tax and financial situation is unique. You should consult your tax and/or legal advisor for advice and information concerning your particular situation.

Wealth Sustainability services are not fiduciary in nature, and Ascent serves in a non-fiduciary role when providing these services. Wealth Sustainability services may include strategic wealth coaching services in order to facilitate your self-assessment of wealth sustainability issues. Ascent does not engage in the practice of psychology.

  

Alternative investments very often use speculative investment and trading strategies. There is no guarantee that the investment program will be successful. Alternative investments are designed only for investors who are able to tolerate the full loss of an investment. These products are not suitable for every investor even if the investor does meet the financial requirements. It is important to consult with your investment professional to determine how these investments might fit your asset allocation, risk profile, and tax situation.

Investments in real estate securities can be subject to fluctuations in the value of the underlying properties, the effect of economic conditions on real estate values, changes in interest rates, and risks related to renting properties (such as rental defaults).

Hedge funds are speculative and involve a high degree of risk. An investment in a hedge fund involves a substantially more complicated set of risk factors than traditional investments in stocks or bonds, including the risks of using derivatives, leverage, and short sales, wfhich can magnify potential losses or gains. Restrictions exist on the ability to redeem units in a hedge fund.