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Ashley Ferriello discusses best practices for fostering financial literacy, communication, and trust among multiple generations of wealthy families. The video highlights how a collaborative and personalized approach helps preserve and grow wealth across generations.
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About The Speaker
Partner, Wealth & Fiduciary Advisor
New York
Ashley is a Partner and Wealth & Fiduciary Advisor at Evercore Wealth Management and a Managing Director at Evercore Trust Company, N.A., serving high-net-worth individuals and families from the Evercore Wealth Management office in New York.
She joined Evercore in 2009 as a fixed income portfolio assistant, providing trading and operational support to the firm’s tax-exempt and taxable fixed income portfolio managers. She was promoted to her current role in 2012. Prior to joining Evercore Wealth Management, she worked in equity research at FBR Capital Markets.
Ashley received her B.A. from the University of Virginia. She holds the Certified Trust and Fiduciary Advisor designation and has achieved Cannon Financial institute’s Honor Graduate status.
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