Ashley Longabaugh
Biography
Ashley Longabaugh is a Principal Analyst for Celent’s wealth management (“WM”) practice and is based out of the firm’s New York office. Ashley’s research and consulting experience focuses on the implementation of emerging technologies across the North American and European WM ecosystem. Against this backdrop, her expertise is in the platform market, segmentation of the WM client base, and the online retail brokerage market. Ashley is a prolific author whose work has been featured in a number of trade publications, including The Wall Street Journal, CNBC, U.S. News & World Report, Business Insider, Yahoo! Finance, among others.
Prior to joining Celent, Ashley worked for Credit Suisse Asset Management and Lyxor Asset Management; she achieved her Series 7 and 63 licenses. Ashley earned her Bachelor of Science in Business Administration (BSBA) in Business Management and a minor in French from Bucknell University. Ashley holds US and UK citizenship, and was previously based out of Celent’s London office.
Latest insights
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29 March 2023
Celent is pleased to award Techcombank with the Celent Model Wealth Manager 2023 Award for Technology Tools to Reach New Markets and Client Segm… -
29 March 2023
Celent is pleased to award Merrill Wealth Management (“Merrill”) with the Celent Model Wealth Manager 2023 Award for Streamlining Advisor Workfl… -
28 March 2023
Our wealth management team is thrilled to announce the winners of this year’s Model Wealth Manager Awards program! The submissions pool was comp… -
27 March 2023
This video highlights key facts about the RIA market and their preferences for CRM technology. In which areas can CRM providers differentiate th…
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4 May 2023
237 Park Avenue, United StatesNavigating Turbulence Technologies to Weather the Storm It's easy to succeed when times are good; in 2023, though, we face some ongoing challeng… -
21 - 24 May 2023
Hollywood, Florida, United StatesWealthStack provides bolder technology strategies and powers a new generation of growth-oriented advisors. Ashley Longabaugh will be speaking at… -
12 - 13 June 2023
New York, New York, United StatesFinancial Planning’s INVEST will help decision-makers at wealth management firms understand how new technology can improve advisor efficiency an… -
29 March 2023
United StatesBuilding the Emergent Enterprise: Making the Whole More than the Sum of its Parts. Virtual, March 29th 2023 Financial Institutions face a host o…
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25 July 2022
By Ashley Longabaugh, Senior Analyst, Celent. As ESG initiatives dominate organizational agendas within the wealth management industry, getting…
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31 March 2021
Alongside ObjectWay, Ashley Longabaugh, Senior Wealth Management Analyst at Celent, investigates the factors driving the popularity of ESG. Are…
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17 June 2020
The Future of Retail Investing Is Now By Mark Reeth, U.S. News THE LAST FEW YEARS HAVE seen low-cost brokers become no-cost brokers as new inve… -
10 June 2019
Startups Target Millennials With Social-Investing Apps; The lure: investment products built around themes like clean energy and corporate ethics…