Our Team: Ashley E. Paris, CFP®
Ashley E. Paris, CFP®
Ashley brings more than seven years of family office experience to her role as Manager. She works closely with JDJ clients and their professional advisors to provide a full suite of services, including consolidated net worth reporting, payroll management, tax planning and coordination, facilitation of financial transactions, as well as estate planning and implementation. Ashley is also responsible for JDJ’s corporate accounting, accounts payable, accounts receivable and monthly reconciliations.
Previously, Ashley was director of finance and human resources at a biotech company that hosted exclusive conferences for biotech and pharmaceutical executives. Prior to that position, Ashley was a manager in the Rothstein Kass Family Office Group, as well as a client manager at JDJ Resources. In both of those positions she provided accounting and business consulting services to ultra-high net worth individuals and families.
Ashley holds a Bachelor’s of Science degree in Business Administration with a concentration in Management from Bryant University. She is a Certified Financial Planner® professional and notary public.
Questions? Contact us to learn how JDJ can make a difference in your life.