Ashley values becoming part of the family when she works with people to understand their financial goals and provide customized investments to help them achieve their goals. She educates herself on the economy, markets, and investing so she can translate trends and challenges for her clients.

She’s a Certified Trust and Fiduciary Advisor with a B.A. in Economics from University of Michigan and an M.B.A. from NYU Stern, where she focused on Economics, Financial Instruments & Markets, and Finance.

She began her career as a Financial Analyst at The Ayco Company before moving on to spend almost a decade at Bessemer Trust, finishing her tenure there as a Senior Vice President, Client Advisor. Most recently, she held positions at two family offices, assisting with client services, operations, and financial planning.

Ashley enjoys anything that involves an adventure, from skiing and climbing mountains to backpacking and camping.