Ashley Longabaugh is a Senior Analyst for Celent’s wealth management practice and is based out of the firm’s New York office. Ashley’s research and consulting experience spans the European and North American wealth management markets with a focus on digital implementation strategies and emerging technologies. She was previously based out of the firm's London office.
Against this backdrop, her expertise is in the evolution and segmentation of the wealth management client base, online brokerage market, and front-to-back office vendor landscape.
Ashley has been quoted in a number of trade publications, including The Wall Street Journal, CNBC, U.S. News & World Report, Business Insider, Yahoo! Finance, FTSE Global Markets, Asian Private Banker, IBS intelligence, Chartered Banker, Financial Planning, eFinancialNews, e-Forex Magazine, Finextra, Private Asset Management (PAM) Magazine, HedgeThink, The Financial Brand 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. As a university-level intern, Ashley interned with UBS Wealth Management and Convergent Wealth Advisors.
Ashley achieved her Series 7 and 63 licenses and received her BSBA (Bachelor of Science in Business Administration) in Business Management and a minor in French from Bucknell University in Pennsylvania, USA.
2 May 2022
Navigating the Environmental, Social and Governance (“ESG”) landscape is promising and complex. Global adoption rates of factors contributing to…
19 July 2021Over the past several years, the CRM vendor landscape has grown significantly in terms of functionality offered to advisors and wealth managers.…
2 June 2021
Accelerate! Wealth Management Personalized Advice and Services Recorded March 9th, 2021 Join us as we explore how firms are innovating to enhanc…
7 April 2021Celent hosted its 15th annual Innovation & Insight Week (I&I Week) and its fourth annual Model Wealth Manager Awards (Model WM Awards) program o…
15 May 2019
The Financial Times is proud to announce the fifth FT Brexit and Beyond Summit. As project fear and project reality collide, stakeholders from b…
Celent Webinar | Driving the Client Experience through Big Data: Regulations and Today’s Wealth Manager26 March 2019 11:00 - 11:30 EDT (15:00 GMT, 16:00 CET)
Webinar: 8:00 AM San Francisco | 11:00 AM New York | 3:00 PM London, United StatesOverview Join Celent Analyst Ashley Longabaugh for this webinar that will examine how wealth managers and service providers operate in today’s h…
13 February 2019
Dublin, Ireland, IrelandThe Financial Times, in partnership with IDA Ireland, presents the fourth edition of the European Financial Forum, bringing together senior exec…
12 - 14 February 2019
United KingdomZilvinas Bareisis will be a Session Speaker on Analyst All-Stars Session at this year’s FinovateEurope on February 14, 2019. This event has cutt…
31 March 2021
Alongside ObjectWay, Ashley Longabaugh, Senior Wealth Management Analyst at Celent, investigates the factors driving the popularity of ESG. Are…
17 June 2020The 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 2019Startups Target Millennials With Social-Investing Apps; The lure: investment products built around themes like clean energy and corporate ethics…