Ines Seferi

Ines Seferi is a Senior Investment Portfolio Analyst at Ashton Thomas Private Wealth in Boston, MA, where she leads comprehensive portfolio analysis and supports bespoke investment solutions for high-net-worth individuals and families. Her daily responsibilities center on performance reporting, asset allocation, and risk management, ensuring portfolios align with client goals and market opportunities. She is particularly focused on multi-asset strategies within private wealth management, with experience covering equities, fixed income, and alternative investments.

Prior to joining Ashton Thomas Private Wealth in 2024, Ines served as Senior Investment and Portfolio Analyst at Alex. Brown, a Division of Raymond James, where she was responsible for advanced portfolio analytics, manager due diligence, and service associate functions supporting investment advisory teams. She has also held roles as a Senior Registered Client Service Associate, deepening her expertise in client operations and supporting complex investment accounts. Her career is distinguished by a consistent commitment to detailed analytics and personalized client service within the wealth management sector.

Ines holds a bachelor’s degree in International Business with a concentration in Financial Services from Johnson & Wales University. Her expertise spans portfolio construction, performance analysis, and client-focused investment strategy, with a notable track record supporting affluent families and senior portfolio managers. Throughout her career, she has contributed to improved portfolio monitoring systems and the implementation of risk management frameworks tailored to the needs of private wealth clients.