As a Director in our Family Office Services division, Ashley leads one of our client service teams and helps ensure superior client service and continuity of client experience. She works closely with her Boston and New York-based team to provide a customized suite of services to families, including financial reporting, investment administration, budgeting and cash management, tax planning and coordination, facilitation of financial transactions, payroll administration, as well as estate planning and implementation. An accomplished professional with extensive family office experience, Ashley has provided financial and administrative accounting services to families since joining JDJ in 2007. Ashley was an integral part of the business’ success until its acquisition by the firm in 2022. Clients and their professional advisors rely on Ashley’s attention to detail and keen analytical skills. Ashley’s ability to manage complex relationships in a professional, proactive manner earns her the respect of clients, advisors, and colleagues alike. Ashley holds a Bachelor of Science degree in Business Administration with a concentration in Management from Bryant University. She is a Certified Financial Planner® and notary public. Ashley earned a certificate in Estate Planning from the American Institute of CPAs and is a member of USA 500 Club.
