Ashley is a Vice President in Whittier Trust’s Philanthropic Services department, providing philanthropic advisement to our high net worth clients and management services for their foundations and donor-advised funds. The Philanthropic Services team provides comprehensive consulting services for clients who wish to begin a formal process of charitable giving, enhance their existing philanthropy or explore new opportunities to increase philanthropic impact. Additionally, the team specializes in grants administration, foundation management and next generation/family legacy planning.
Ashley brings to Whittier Trust a background in both financial services and nonprofit management. Prior to joining Whittier Trust, Ashley worked at Merrill Lynch in Beverly Hills where she was responsible for advising wealth management strategies for her clients and their families. Prior to that, she spent several years as a director of a nonprofit organization serving chronically-ill youth in Los Angeles and the Bay Area.
Ashley grew up in Claremont, CA. She earned her Bachelor’s degree in International Relations from the University of Southern California and has completed advanced studies at USC’s School of Social Work. Ashley has held the FINRA Series 7 and 66 licenses. She remains an active volunteer in the community, working with organizations that address homelessness, youth-mentorship and education.