Our Team: Ashley E. Paris, CFP®
Ashley E. Paris, CFP®
Ashley is an accomplished professional with more than twelve years of family office experience. In her role as Manager, she works closely with JDJ clients 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. Clients and their professional advisors rely on Ashley’s attention to detail and keen analytical skills. Ashley also manages JDJ’s corporate accounting and employee benefits programs.
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, 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.
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