Ashley Shepard, CPA is a Manager in the firm’s Atlanta office. Ashley’s main focus is on tax compliance, working with clients on tax-related planning, and various family office services. She has experience with high net worth individuals and their family offices, partnerships, S-Corporations, foundations, and gift and estate taxes.
Prior to joining Pathstone, Ashley spent five years in Deloitte’s Private Wealth group in Atlanta. Ashley served as a leader on Deloitte’s chapter of the Volunteer Income Tax Assistance (VITA) program for the Atlanta area which provides tax preparation assistance to low income families. She also was a leader of a Women’s Initiative & Inclusion group that brought awareness to women and minorities in the workplace. She received her B.B.A. in accounting and Master’s of Professional Accounting from Georgia State University. She is a member of the American Institute of CPAs and the Georgia Society of Certified Public Accountants.