Bernstein Private Wealth Management Welcomes Ashley Velategui as Head of Wealth Strategies Group

Ashley Velategui Takes the Helm at Bernstein Private Wealth Management

In a significant development within the world of wealth management, Bernstein Private Wealth Management has announced the appointment of Ashley Velategui as the new head of its Wealth Strategies Group, effective May 9, 2025. This strategic move underscores the firm’s commitment to enhancing financial advisory services for high net worth and ultrahigh net worth clients across the United States.

Ashley Velategui brings an impressive 18 years of experience at Bernstein to her new role. Born and raised in Seattle, Washington, she has been an integral part of the Wealth Strategies Group since 2011, with her career at the firm culminating in her most recent position as the National Director of Planning Research, which she began in 2023. In this capacity, she developed the firm’s planning resources, improve the Wealth Forecasting System, and oversaw the professional development of the firm's Wealth Strategies analyst team.

"Ashley is the natural choice for this important role at our firm," stated Alex Chaloff, Head of Investments and Wealth Strategies. "Her extensive experience and dedication have been instrumental in driving the rapid growth of our West Coast markets. She is highly respected by clients and advisors alike, making her an essential member of the advisory team that handles complex client relationships."

In her position, Velategui will lead a team of seasoned financial professionals who specialize in providing comprehensive advice on financial planning, tax strategies, estate planning, and philanthropic endeavors. The strategic focus of her leadership will aim to further elevate Bernstein's service offerings and enhance the overall financial success of its clients.

"I am excited about taking on this leadership role at Bernstein," Velategui expressed. "The caliber of intellect across our Wealth Strategies team and Bernstein is unparalleled. I look forward to continuing to help grow our platform and working with our wealth advisors to help clients navigate the complexities that come with having significant wealth."

Velategui holds a Bachelor’s degree in Mathematics and Economics from Whitman College and is a Chartered Financial Analyst (CFA®) designated professional. This strong educational background complements her extensive experience in estate and tax planning, making her well-equipped to guide high-net-worth clients through their intricate financial matters.

The role of Head of Wealth Strategies was previously held by Tara Popernik, who has left the firm to pursue new opportunities. Chaloff also expressed gratitude to Popernik for her over 20 years of service at Bernstein, acknowledging her contributions to the firm and to its clients.

Bernstein, a unit of AllianceBernstein L.P., has a well-established reputation for its tailored approach to managing wealth, relying on a flexible, holistic strategies that address the complexities of life as a high-net-worth individual. The firm’s innovative research, sophisticated modeling tools, and commitment to client service have set it apart in the competitive landscape of wealth management.

Future Outlook
As Ashley Velategui steps into her new role, expectations are high for continued growth and excellence at Bernstein Private Wealth Management. Her leadership is anticipated to yield significant advancements in the way the firm serves its clients and addresses their unique financial goals. With a focus on robust, personalized advisory services, Bernstein remains poised to enhance its standing as a leader in the realm of wealth management.

For more information about Bernstein Private Wealth Management, visit Bernstein.com.