Sign in

You're signed outSign in or to get full access.

Ines Kasdorf

Ines Kasdorf

Senior Investment Portfolio Analyst at Ashton Thomas Private Wealth, LLC

Boston, MA , United States

About

Ines Kasdorf is a Senior Investment Portfolio Analyst at Ashton Thomas Private Wealth in Boston, MA, where she is responsible for portfolio analysis, investment allocation, and supporting high-net-worth and institutional clients with customized wealth management strategies. Her role focuses on multi-asset portfolio construction, with coverage across equities, fixed income, and alternative investments, as well as ongoing risk assessment and performance monitoring tailored to client objectives.

Prior to joining Ashton Thomas in 2024, Ines developed her analytical and client service expertise at Alex. Brown, a Division of Raymond James, first as a Senior Registered Client Service Associate and later as a Senior Investment and Portfolio Analyst. Her experience spans comprehensive investment due diligence, asset allocation modeling, and direct client advisory, serving diverse client segments including entrepreneurs, executives, and family offices.

Ines Kasdorf holds a bachelor’s degree in International Business with a concentration in Financial Services from Johnson & Wales University. She is recognized for her in-depth knowledge of wealth management, her commitment to optimizing portfolio outcomes, and her strong professional track record supporting sophisticated investment solutions for high-net-worth clients. Her current investment focus areas include U.S. and international equities, municipal and corporate bonds, and select alternative asset strategies.

Career History

OrganizationRoleDate RangeDetails
Ashton Thomas Private WealthSenior Investment Portfolio AnalystJan 2024 to Present
Alex. Brown, a Division of Raymond JamesSr Investment and Portfolio AnalystJan 2023 to Jan 2024
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information ...
Alex. Brown, a Division of Raymond JamesSr. Registered Client Service AssociateJan 2018 to Dec 2022
William O'Neil + Co., Inc.Institutional Client Services ConsultantApr 2017 to Dec 2017
William O'Neil + Company, Incorporated is a Registered Investment Advisor that helps the world's leading institutional investment managers increase portfolio performance by providing timely—and time-s...
One Charles Private WealthRelationship ManagerNov 2015 to Mar 2017
•Legacy team member of One Charles Private Wealth
Merrill LynchRegistered Client AssociateMay 2012 to Nov 2015
•Successfully built and maintained long-time client relationships •Provided timely follow-ups and turnaround times for all client concerns and requests •Ensured continuous client satisfaction and rete...
AXA EquitableRetirement Benefits Group SalesSep 2011 to Apr 2012
•Effectively communicated AXA retirement products with educators and staff of the Boston Public Schools •Utilized sales skills to gain market share in 403(b)s in the K-12 market in Boston Public Schoo...

Education

Johnson & Wales University

Bachelor's degree, International Business with a concentration in Financial Services

2008 2012

Others at Ashton Thomas Private Wealth, LLC (5)

NameRoleLocation
Caleb Dupree
Caleb Dupree
Investment Portfolio AnalystSan Francisco, CA , United States
Ines Seferi
Ines Seferi
Senior Investment Portfolio AnalystBoston, MA , United States
Justin Paniagua
Justin Paniagua
Senior TraderTempe, AZ , United States
Kodi Thruston
Kodi Thruston
Investment AnalystTempe, AZ , United States
Randall Lee
Randall Lee
Investment AnalystMesa, AZ , United States

Similar Fund Managers

NameRoleFundLocation
M
Michael Cheung
Portfolio Manager and Head of Quantitative ResearchRedwood Investment Management, LLCLos Angeles, CA , United States
Richard Duff
Richard Duff
Managing Partner, Portfolio ManagerRedwood Investment Management, LLCScottsdale, AZ , United States
Chfc® Simmons
Chfc® Simmons
Portfolio ManagerTrajan Wealth LLCPhoenix, AZ , United States
D
David Busch
Co-Chief Investment OfficerTrajan Wealth LLCScottsdale, AZ , United States