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Caitlin W
Series 66
Hillsborough, NJ
The Ascent Group, LLC
Caitlin West is a financial advisor with The Ascent Group, LLC based in Hillsborough, NJ, holding a Series 66 credential and having 14 years of industry experience. She has worked at several firms including Fidelity Personal and Workplace Advisors and KB Financial Partners. West serves as a Non-Academic Co-Chair on the Rutgers School of Business Finance Area Advisory Board. The Ascent Group, LLC provides investment management, financial planning, and consulting services to individuals, high net worth clients, families, trusts, businesses, institutions, and retirement plans. The firm combines discretionary and non-discretionary portfolio management with model portfolios and third-party managers, offering digital delivery and access to alternative investments, serving over 4,000 clients with approximately $4.76 billion in assets under management.
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