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Ashlyn Smith

Investment Analyst, Research Analyst

Liberty Private Client

United States, Pennsylvania, Malvern

About Me

Ashlyn serves as an Investment Analyst. She screens stocks, mutual funds and ETF’s for our investment portfolios. In addition, she reviews existing approved investments to ensure they still meet our criteria and are the best selections for client portfolio’s. Ashlyn also reviews the asset allocation in client portfolio’s to help ensure consistency with Investment Policy Statements. Prior to joining Liberty, Ashlyn worked under the derivative team at JP Morgan Chase. Prior to her experience at JP Morgan Chase, she worked in the tax department of the Vanguard Group. Ashlyn is a graduate of Salisbury University with a degree in finance. In her spare time she enjoys cheering on Philadelphia s

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Profile Information

Investment Analyst, Research Analyst

Liberty Private Client

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Malvern

Pennsylvania

United States

Aug 11, 2024

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