Ashley Moore

Client Services Team
Ashley Moore
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As part of the Client Services Team, Ashley handles a wide variety of tasks for servicing our clients’ needs. Our firm prides itself on offering best-in-class, personalized services and Ashley is a key contributor to that for our clients. She strives to strengthen relationships and consistently deliver an excellent client experience.

Ashley double majored in Finance and Insurance, as well as minoring in Accounting, earning a Bachelor of Arts degree from the Barney School of Business at the University of Hartford. Prior to joining One Charles, Ashley was a CLO Associate at State Street Corporation, where she worked with Collateral Managers and Auditors to reconcile data to produce monthly trustee reports and quarterly payment distribution reports for CLO investors.

Primary Duties at One Charles Private Wealth

  • Acts as a key point of contact for client service needs
  • Acts as a client liaison to our third-party vendors and custodial relationships
  • Assists in scheduling portfolio reviews and wealth management meetings