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New York, United States

Biography

Ashley Longabaugh is a Principal Analyst for Celent's wealth management ("WM") practice. She joined Celent as a wealth management Analyst in 2013 out of the London office and has been based out of the New York office since 2022.

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 "nextgen" WM clients and advisors, as well as the retail brokerage market, advisor workflow tools and thhe platform market (e.g., CRM, financial planning, front-to-back solutions, etc.), ESG and sustainability, open data ecosystems, AI, and data privacy, among others. Select consulting and advisory engagements include competitive and capabilities analyses and assessments, market sizing, market entry strategies, and vendor selection for financial institution partnerships.

Ashley is a prolific author and researcher whose written and spoken research explores the adoption of innovative technologies across the global wealth management ecosystem. Her work has been featured in several trade publications, including The Wall Street Journal, CNBC, CFA Institute, 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.

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  • 6 - 21 November 2024
    Navigating the Future: Integrating AI and Data Governance for A Resilient Financial Services Industry As the excitement around generative AI set…
  • 7 - 9 October 2024
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    RIA Edge West is an event that helps leaders of RIA firms learn how to create intentional, scalable and repeatable growth – while also understan…
  • 13 - 16 May 2024
    Celent's Principal Wealth Management Analyst, Ashley Longabaugh, will be speaking on the topic of, "Navigating the AI-driven Future of Wealth Ma…
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