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Louisa Sellers
Profile
Louisa Sellers joined Ashbridge Investment Management in March 1999 to service and enhance existing client relationships, as well as to cultivate prospective relationships.
She has over sixteen years of wealth management experience including seven years with Wilmington Trust Company as a Vice President and Senior Portfolio Manager in their Personal Trust and Asset Management group, and five years with Morgan Stanley & Co. in their Private Client Services group in New York.
Louisa’s particular areas of expertise include addressing the multi-generational issues that relate to serving wealthy families, educating family members about investments and fundamental fiduciary issues and guiding the family through the more complex components of managing their wealth.
At Ashbridge, Louisa oversees all domestic family relationships and the team of advisors that services them.
She also serves on the Ashbridge Investment Committee.
She began her career as a specialist clerk on the Philadelphia Stock Exchange and then moved to become a corporate foreign exchange advisor for Credit Lyonnais in New York.
Louisa earned a bachelor’s degree in economics from Trinity College in Hartford, Connecticut.
She has served on various boards and finance committees of local civic and cultural organizations.
Former positions of Louisa Sellers
Companies | Position | End |
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Ashbridge Investment Management LLC
![]() Ashbridge Investment Management LLC Investment ManagersFinance Founded in 1992 by Charles Grace, Jr., Ashbridge Investment Management LLC is a registered investment advisor located in Philadelphia, Pennsylvania. The firm is a subsidiary of Threshold Group, an independent wealth advisor located in Gig Harbor, Washington. Ashbridge functions as the Grace family office and advises substantial individuals, families and related philanthropic entities | Investment Committee Member | 2004-12-26 |
Experiences
Positions held
Linked companies
Private companies | 1 |
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Ashbridge Investment Management LLC
![]() Ashbridge Investment Management LLC Investment ManagersFinance Founded in 1992 by Charles Grace, Jr., Ashbridge Investment Management LLC is a registered investment advisor located in Philadelphia, Pennsylvania. The firm is a subsidiary of Threshold Group, an independent wealth advisor located in Gig Harbor, Washington. Ashbridge functions as the Grace family office and advises substantial individuals, families and related philanthropic entities | Finance |
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