Ashley “Ash” Heatwole Brings Global Experience To Our Wealth Management Firm.

Ashley Heatwole, Chartered Financial Analyst

The team at Graves-Light Private Wealth Management warmly welcomes Ashley “Ash” Heatwole to our team. Ash is a Chartered Financial Analyst (CFA ® ) with over ten years of experience working across a broad range of markets. After working at both the New York and London offices of Shenkman Capital, a global fixed income investment firm, he’s thrilled to return to his hometown in the Shenandoah Valley. Ash excels in a variety of fields, including:

  • Fixed Income Analysis
  • Valuation
  • Portfolio Construction
  • Cash Flow Analysis

Growing Portfolios With Due Diligence.

While working at Shenkman’s London office, Ash played a pivotal role in establishing Shenkman’s European presence. His remit included asset selection, cash-flow modeling, covenant analysis, risk management, and company site visits for careful and thorough due diligence.

A Virginia Tech Graduate With Roots In The Shenandoah Valley.

Ash was born and raised on his parents’ farm, where he worked as a farmhand while growing up in the Valley. While majoring in Finance at Virginia Tech, Ash was active in the GERMAN Club, a non-Greek service fraternity. Ash remains involved with the GERMAN Club to this day, serving as a member of the GERMAN Club Alumni Foundation (GCAF) board with a seat on the finance subcommittee. Upon graduation, Ash worked at UBS Investment Bank within the Mergers & Acquisitions group. Through his experience across asset management, investment banking and wealth management, Ash gained valuable insights that have helped his clients during his professional career.

Ash Heatwole Is An Asset To Big-Picture Planning.

Graves-Light Private Wealth Management operates differently from other financial planners. We look at the big picture, analyzing your finances, insurance and estate plans to ensure a cohesive approach to managing and protecting your wealth. As a Chartered Financial Analyst®, Ash brings detailed research, critical thinking and global experience to our firm that benefits our staff and clients. We ask you to welcome Ash to our team and schedule an appointment with one of the experienced professionals at Graves-Light Private Wealth Management.

Are You Ready To Experience The Difference?