Ashley is a Managing Director and co-head of Wealthspire Advisors’ Potomac, MD office. She has been with the firm and its predecessors since 2008, and has almost 20 years of experience in the wealth management industry. In her role as an advisor, she specializes in coordinating the financial affairs of individual clients and client families, with a strong emphasis on thoughtful and attentive service. She is an active member in the Investments and Wealth Institute, serves as finance chair at Chevy Chase United Methodist Church, and sits on the Professional Advisors Council of the Greater Washington Community Foundation.

Previous Experience

  • Director at Highline Wealth Management
  • Associate Director at Convergent Wealth Advisors
  • Staff Accountant at PwC

Education & Credentials

  • BSBA, American University – Kogod School of Business, Accounting Concentration
  • Certified Investment Management Analyst®
  • Certified Private Wealth Advisor®
  • Series 65 license