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Wealth Management EDGE
May 13 - 16, 2024
The Diplomat Beach ResortHollywood, Florida

Ashley Longbaugh
Principal Analyst at Celent
Speaker

Profile

Ashley Longabaugh is a Principal Analyst for Celent’s wealth management (“WM”) practice and is based out of the firm’s New York office. Ashley’s research and consulting experience focuses on the implementation of emerging technologies across the North American and European WM ecosystem. Against this backdrop, her expertise is in the platform market, segmentation of the WM client base, the online retail brokerage market, and ESG. Ashley is a prolific author whose work has been featured in a number of trade publications, including The Wall Street Journal, CNBC, U.S. News & World Report, Business Insider, Yahoo! Finance, among others.

Prior to joining Celent, Ashley worked for Credit Suisse Asset Management and Lyxor Asset Management; she achieved her Series 7 and 63 licenses. Ashley earned her Bachelor of Science in Business Administration (BSBA) in Business Management and a minor in French from Bucknell University. Ashley holds US and UK citizenship, and was previously based out of Celent’s London office

Agenda Sessions

  • Navigating the AI-driven Future of Wealth Management

    3:00pm