Ashley Bellifemine

Ashley is our Senior Client Service Associate and Team Lead, playing a key role in both client support and operational oversight. Whether behind the scenes or working directly with clients, Ashley brings a calm, thoughtful presence and a strong ability to anticipate needs before they arise. Her deep knowledge of internal systems, dedication to process improvement, and “Excel wizardry” make her an indispensable resource to our entire team.

Known for her reliability and initiative, Ashley is often the first to step in and support clients, advisors, and colleagues alike. She leads by example-fostering a collaborative environment while continuously looking for ways to enhance the client experience and streamline operations.

 Ashley holds dual Bachelor’s degrees in Secondary Education and History. Outside of work, she enjoys spending time with her husband, Matt, and their two children, Mackenzie (“Kenzie”) and River. Whether she’s hiking, biking, cheering on her favorite hockey or football teams, or connecting with friends and family, Ashley brings warmth and thoughtfulness to everything she does.