Ashley Longabaugh, a Wealth Management Analyst, has focused her research on the wealth management vendor landscape, nextgen technologies and millennial client segmentation strategies, and the online retail brokerage markets.
Where are you from originally / Where did you grow up?
New York, USA
Where do you currently reside?
Skiing, tennis, and traveling.
Favorite Musical Artist
Favorite Food Dish
WHAT’S YOUR STORY?
My first role in the wealth management industry was an externship at UBS Private Wealth Management during my sophomore year at Bucknell University. I then held internships the following year at Convergent Wealth Advisors and UBS Wealth Management. These positions prepared me for my first job at Lyxor Asset Management, where I was on the operational due diligence team and worked closely with the legal, sales and marketing teams. I then worked on the institutional sales and consultant coverage team at Credit Suisse Asset Management. My combined experience across the wealth and asset management paved a clear path to becoming a wealth and asset management analyst for Celent.
What do you enjoy about your work?
I like the dynamism that comes with being an analyst at Celent. One of the most rewarding aspects of my role is how, through written and spoken research, as well as consulting and analyst access, my work helps to shape the thinking of our clients’ business decisions. By filling in at least one piece of a client’s puzzle, I believe that we are helping to drive real change and transformation.
WHAT DOES BEING AN ANALYST MEAN?
As an analyst, I stay on top of market trends and emerging technology; I aim to provide foresight to our clients on how these developments might impact their business strategies. I was told early on when I started my Celent career that a key characteristic of an analyst is to be an active listener. Years later, I continue to believe this is true, and subsequently apply it to my daily interactions with clients and network.