Ashley enjoys long distance running and has completed eight marathons and three ultra-marathons.
Joined Lido: 2024
Homebase: Boulder, CO
Professional Focus: 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.
Professional Designations: Certified Trust and Fiduciary Advisor
Education: B.A., Economics, University of Michigan; M.B.A., Economics, Financial Instruments & Markets, and Finance, New York University—Stern School of Business
Previous Work Highlights: 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.
Personal Facts: Ashley enjoys anything that involves an adventure, from skiing and climbing mountains to backpacking and camping.
