Ashley R. Agnew, Associate Director of Relationship Development
Ashley is drawn to the finance industry because of its dynamicity, and when she graduated with her bachelor’s degree in marketing and communications writing during the heart of the recession in 2008, she wanted to understand more about the industry that had the power to slow the world. Prior to working at Centerpoint, she held various client facing roles at a management level, and she was eager to find a position where she could apply her relationship management and business development skills with the knowledge gained through her higher education surrounding financial services. After meeting the Centerpoint team through an internship during her MBA program, it was clear that the philosophy, work ethic, and vision at Centerpoint Advisors was a great fit for her desire to create valued relationships in investment management.
Ashley began her academic career at Newbury College in Brookline, MA as the captain of the college’s women’s volleyball team. After an injury and change of major, she finished her undergraduate work at the University of Massachusetts, Dartmouth with a B.S. in Business Administration, majoring in marketing with a minor in communications writing. She held many client facing roles post-graduation, and decided to continue her education in 2013. In 2015, she graduated with her Master’s of Business Administration in Global Finance with honors from Bryant University.
Working at Centerpoint
Ashley helps Centerpoint clients and their children have a better relationship with their wealth and assists with inter-generational wealth transfers. Ashley assists in the facilitation of our Financial Coaching programs which provide emotional and educational preparation for the next generation. She assists with financial coaching and literacy, college savings and retirement product research, and family round-table facilitation and moderation. Ashley also leads our educational seminars, website and management, as well as customer relationship database management.
Outside the Office
Ashley loves to travel and had the pleasure of visiting Panama recently with her fellow MBA students. Her first experience overseas, however, was to play in an international volleyball tournament in Italy on a team representing the United States. Since this trip, it has been her lifetime resolution to visit a new city each and every year. Aside from playing and coaching volleyball, both indoors and on the beach, she also enjoys attending live sporting events, supporting our Boston sports teams, and playing golf with her husband, Derek.