Ashley's research spans the North American and European wealth management markets with a focus on digital strategies and innovation for the self-directed and retail brokerage segments. Ashley’s research also covers wealth management vendor solutions and customer/generational market segmentation models.
Ashley has been quoted in a number of trade publications, including: Yahoo Finance, FTSE Global Markets, IBS intelligence, Chartered Banker, eFinancialNews, Finextra, Private Asset Management (PAM) magazine, and WealthBriefing.com.
Prior to joining Celent, Ashley was based in New York and worked for Credit Suisse Asset Management on the institutional sales and consultant coverage teams for North America.
Previously, Ashley worked for Lyxor Asset Management as an Analyst on the operational due diligence team, which was responsible for evaluating the overall risk of the platform’s hedge fund managers while working closely with legal, risk, marketing, and sales teams.
Ashley received her BSBA in Business Management and a minor in French from Bucknell University. She holds her Series 7 and 63 licenses.
July 04 2017Wealth managers continue to operate in a challenging and dynamic environment driven by changing client expectations, heightened regulatory scruti…
March 28 2017
Celent has released a new report titled Serving NextGen Investors: Innovative Technologies and Platforms. The report was written by Ashley…
February 01 2017
The European wealth management industry continues to evolve in the face of tighter regulations, political and market volatility, a shifting…
November 30 2016
Celent has released a new report titled Social Trading: NextGen Platforms. The report was written by Ashley Globerman, an Analyst with Celent’s S…