Ashley Lavelle

  • Client Operations Associate
    Ashley Lavelle

    Ashley is a Client Operations Associate at AJ Wealth, working closely with Director, Liz Smoose, on client custodial transactions and on the management of day-to-day operations. Her dedication to organization and providing superior client service makes her an integral part of her team. In addition, Ashley works closely with the Director of Portfolio Management, Clayton Cochran, and the investment team on other various tasks to maintain efficiency and to continue to provide clients with the highest level of service. Ashley graduated from Kean University in 2018 with a Bachelor’s in Marketing and minor in Business Management.

Client Resources

Company Information

AJ Wealth
28 Liberty Street, Suite 2850
New York, NY 10005
Phone: 212-729-7750
Fax: 888-712-1647

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