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Ines Kasdorf
Senior Investment Portfolio Analyst at Ashton Thomas Private Wealth, LLC
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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Ashton Thomas Private Wealth | Senior Investment Portfolio Analyst | Jan 2024 to Present | — |
| Alex. Brown, a Division of Raymond James | Sr Investment and Portfolio Analyst | Jan 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 James | Sr. Registered Client Service Associate | Jan 2018 to Dec 2022 | — |
| William O'Neil + Co., Inc. | Institutional Client Services Consultant | Apr 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 Wealth | Relationship Manager | Nov 2015 to Mar 2017 | •Legacy team member of One Charles Private Wealth |
| Merrill Lynch | Registered Client Associate | May 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 Equitable | Retirement Benefits Group Sales | Sep 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)
| Name | Role | Location |
|---|---|---|
| Investment Portfolio Analyst | San Francisco, CA , United States | |
| Senior Investment Portfolio Analyst | Boston, MA , United States | |
| Senior Trader | Tempe, AZ , United States | |
| Investment Analyst | Tempe, AZ , United States | |
| Investment Analyst | Mesa, AZ , United States |
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