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Biography

Ashley is a Partner in the Pasadena office.

Prior to joining Cerity Partners, she served as a Principal and the Chief Compliance Officer (since 2000) for Gamble Jones Investment Counsel. In those roles she dedicated her time to managing her client portfolios and maintaining an excellent compliance program for the firm. Ashley began her professional career with Gamble Jones in early 1996. In 2000, she began working with individual clients as a portfolio manager while also attending business school, where she graduated with honors.

Education

  • B.A. in Political Science from the University of San Diego
  • MBA from Woodbury University
  • Cannon Financial Institute, Level I

Highlights

  • Series 65 license holder
  • Past member of The Wellness Community
  • Member of the Delta Mu Delta National Honor Society in Business Administration

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By clicking “Schedule Now”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.