CoverProfile

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

View more

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

RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
JB
Jared Burke
Chief Operating Officer
Crescent Wealth Partners
DH
Dennis Hanson
Principal
Jamison Hanson
BH
Bob Helmer
President Emeritus
Baldwin Wallace University