Kristin Ashman

Wealth Planning Manager
New York

Kristin Ashman

Wealth Planning Manager
New York
  • Wealth Management Experience Since 1998
    Kristin Ashman is a Senior Managing Director with First Republic Investment Management. Ms. Ashman serves as a Wealth Planning Manager for an advisory team with assets under management totaling over $4billion. Prior to joining First Republic Investment Management, she was the Northeast Regional Team Lead for First Republic Trust Company. Other experience includes serving as a Regional Trust Head for Brown Brothers Harriman Trust Company as well as affiliations with Bessemer and Citigroup Trust Companies.  Active in the New York Trust and Estate Community, Ms. Ashman is a current member of the Calvary Hospital Professional Advisors Council, Lifting Up Westchester Community Council, New York City Estate Planning Council, Westchester Estate Planning Council, in addition to the New York and Connecticut State Bar Associations. In 2018, Ms. Ashman received an Outstanding Women in the Law award from the Maurice A. Deane School of Law at Hofstra University.
  • Education
    Ms. Ashman earned her Bachelor of Science in Economics and International Relations from Syracuse University and a Juris Doctorate degree from New York Law School.
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