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

Ashlyn Smith
Investment Analyst, Research Analyst
Liberty Private Client
United States, Pennsylvania, Malvern
About Me
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
More profiles to browse
MM
Michael Mccort
Founder and President
You Might Like
ME
Michelle Elliott
Chief Operating Officer & Senior Client Service Manager
Kowalski Financial
DH
Dennis Hanson
Principal
Jamison Hanson
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
KB
Karin Berry
Senior Director of Sales & Marketing
Brookdale