Ashley E. Velategui, CFA

Ashley E. Velategui, CFA

Director—Wealth Strategies Group

11 Years at AB
12 Years of experience

Ashley E. Velategui is a Director in Bernstein’s Wealth Strategies Group and is based in the firm’s Seattle office. She works closely with high-net-worth families and individuals and their professional advisors on a variety of complex investment planning issues, including pre-transaction planning, multigenerational wealth transfer, retirement planning, philanthropy, and diversification planning for holders of concentrated portfolios. Ashley joined the firm in 2007 and began working with the Wealth Strategies Group in 2011, serving as an analyst and senior analyst before becoming an Associate Director in 2014. She earned a BA, magna cum laude, in mathematics and economics from Whitman College and is a Chartered Financial Analyst charterholder.

Serial Entrepreneurs: Cashing in and Starting Over

Serial Entrepreneurs: Cashing in and Starting Over

by Anne Bucciarelli, Ashley E. Velategui
Serial entrepreneurs often struggle to solve very complex financial problems. When they get a rich offer for their businesses, they typically want to upgrade their life styles, save for their own and their children’s futures, give money to charity—and fund their next ventures. Here’s how one hypothetical couple, drawn from client experience, put together their plan.

Business Owners, Wealth Planning


Likes 0
SHARE
Bookmarks
Despite Changes, ABLE Accounts Still Fall Short
Serial Entrepreneurs: Cashing in and Starting Over

Serial Entrepreneurs: Cashing in and Starting Over

by Anne Bucciarelli, Ashley E. Velategui
Serial entrepreneurs often struggle to solve very complex financial problems. When they get a rich offer for their businesses, they typically want to upgrade their life styles, save for their own and their children’s futures, give money to charity—and fund their next ventures. Here’s how one hypothetical couple, drawn from client experience, put together their plan.

Young Investors


Likes 0
SHARE
Bookmarks
When an Inheritance Sets You Free
Investing When You’re Young and Time’s on Your Side
Sustaining a Foundation, Stepping Up as Fiduciaries

The content on this page may include link(s) that will take you out of our website. This is provided for your information and convenience. We are not responsible for the content of any third party's website, including the website(s) you may link to. We are not affiliated with any other website and do not endorse any information contained on any third party's website.

Back to a top