Ashley is a Wealth Management and WealthTech Analyst and Advisor with deep expertise at the intersection of business strategy, emerging technology, and commercial execution. She brings a blend of technical depth and narrative clarity to deliver impactful research and thought leadership for financial institutions and technology providers across the global wealth management ecosystem. Her work informs strategic decision-making, strengthens market positioning, and supports revenue growth through research-driven engagement with clients and partners.

Ashley is an author, researcher, and advisor focused on emerging technologies transforming wealth management. Her expertise includes platform modernization, AI, cloud enablement, data ecosystems, data privacy, digital wealth platforms, and advisor productivity tools, alongside deep knowledge of client segmentation and the wealthtech platform market.

Prior to joining Celent, Ashley worked at Credit Suisse Asset Management and Lyxor Asset Management. She holds Series 7 and 63 licenses and earned a BSBA in Business Management, with a minor in French, from Bucknell University. Ashley is currently based in San Francisco, having previously worked from Celent’s London and New York offices.