Clint Sorenson

CIO at Ascentis Wealth Management

Speaker

Clint Sorenson, CMT, CFA, is CEO and CIO of Ascentis Asset Management and Co-CEO of Ascentis Holdings, where he leads investment strategy, research, and the firm’s long-term vision. He oversees institutional-quality investment management and solutions designed to help financial advisors build scalable, disciplined portfolios and improve client outcomes.

Before Ascentis, Clint co-founded WealthShield, ORG Partners Advisor Group, and 724 Capital, helping establish the advisor-first model behind the Ascentis ecosystem. He is also the bestselling author of The Smooth Ride Portfolio (2024), which presents a framework for balancing investment performance with investor peace of mind.

Clint is a frequent industry contributor, with insights featured on CNBC, Forbes, InvestmentNews, and other leading outlets. He was named to InvestmentNews’ “40 Under 40” in 2018 and has authored index methodologies used in ETFs and direct indexing strategies. He holds degrees and professional designations from UNC Chapel Hill, including CFA and CMT credentials.