NOTEWORTHY

Q & A with Ashley G Hall, Vice President, Wealth Adviser and Relationship Manager

We recently sat down with Ashley G. Hall to learn about her role at Chevy Chase Trust, her background, lessons learned and more.

 

What is your role at Chevy Chase Trust?

I am the first contact that many people have with the firm. As such, I often introduce the firm, explain what makes us different from the competition, and explore whether we are a good fit. If they become clients, I act as Relationship Manager- their point of contact and resource- to make sure that we are meeting their needs and accomplishing what they want to accomplish with their legacy and wealth.

 

Tell us about your background.

I grew up in Charlotte, North Carolina, a big banking city. I was interested in the arts and spent ten years working for nonprofits, mostly in fundraising. Most recently, I had the privilege of working for the Smithsonian. My favorite aspect of fundraising was helping organizations succeed financially, which is what I want to do for our clients at Chevy Chase Trust.

 

Where did you attend school?

I completed my MBA from the University of Pennsylvania’s Wharton School of Business. Going to school while working full-time required a high level of discipline and the personal and professional growth were extraordinarily rewarding.

Prior to that, I attended the liberal arts school Lake Forest College where I double majored in Theater and American Studies. I took the train into Chicago on the weekends to enjoy the cultural scene and had a fantastic internship at the Chicago Shakespeare Theater on Navy Pier.

 

How did you come to a career in finance?

Even when I studied theater and began a career in the arts, my interest was always administrative. I quickly fell into fundraising– the marriage of financial stability and creativity. This guided my path into finance, and going to business school solidified it.

 

What do you enjoy most about your current role at Chevy Chase Trust?

First and foremost, I enjoy working with people, understanding their goals and using all of Chevy Chase Trust’s rich resources to help them. Second is our size — we are large enough to have an impressive investment team and we are small enough that they are accessible—to me and to our clients. I sit in on the investment team’s weekly meetings and am able to translate our strategies to our clients. I count myself as lucky to be able to work alongside such smart colleagues.

 

What makes Chevy Chase Trust different?

Chevy Chase Trust is a powerhouse investment “boutique” in the best sense of the word. Our global thematic investment strategy is producing remarkable results and has earned us top national rankings. Meanwhile, our service to our clients is custom, comprehensive, and very personal. We are proud of both our global thinking and our high level of customer service that differentiate us from a large firm where a client may feel like just a number.

 

What’s the most important lesson you’ve learned throughout your career?

First, develop a great work ethic– being responsive, accountable and positive. The other lesson I have learned is to be humble about your knowledge and willing to learn more.

 

What advice would you give to someone considering a similar career path?

Mine is a unique career path so my advice is to remain open to different possibilities. Work hard towards your goals but be open minded. Sometimes make changes that make you uncomfortable—it could take you somewhere wonderful.

 

 

 

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