Ashley “Ash” Heatwole, CFA®

Ashley "Ash" Heatwole, CFA®

Associate Director of Wealth Management, Portfolio Manager

Ash Heatwole is a Chartered Financial Analyst (CFA ® ) with over ten years of experience working across a broad range of financial markets. Prior to joining Graves-Light, Ash spent over eight years with Shenkman Capital, six of which were spent in London as Ash played an integral role in growing Shenkman’s international presence. He relocated from Shenkman’s headquarters in New York City to London in 2015. His skills include fixed income analysis, valuation, portfolio construction, and cash flow analysis, along with building strong relationships with his clients. While living in London, he volunteered as the Church Treasurer at St. George the Martyr. He additionally served as a Parochial Church Council member, which acted as an executive committee for St. George’s, as well as participated in mentorship programs for the local parish. Ash is excited to return to the Shenandoah Valley. In his free time, he enjoys running, traveling, reading and genealogy.

Education & Accolades:

  • B.S. in Finance, Virginia Tech
  • Recognized as one of UBS Investment Bank’s top five trainees out of a class of 145
  • Holds the Chartered Financial Analysts ® (CFA ®) designation