Ashley Bustion

Collaborating across many departments, she provides administrative support for trusts and estates. She also provides support for the Client Transition Team for the onboarding of new, complex clients and interfaces with custodians to fulfill required account maintenance for existing clients.

Ashley provides support for the account opening process by drafting preliminary trust acceptance forms and gathering the required paperwork for submission. She also processes internal and external asset transfers on a daily basis and submits asset delivery forms for irrevocable trusts when an account is terminating a trustee. Additionally, Ashley supports the Fiduciary Services Team to ensure proper administration by identifying new beneficiaries, coding changes, and UTA and crummey notices.

Prior to her current role, Ashley served as an Investment Operations Specialist supporting the consolidated reporting process for clients. Before joining Pitcairn, Ashley served as an Account Services/ACATS Associate at Janney Montgomery Scott and as a Member Service Representative at DVA Federal Credit Union both located in Philadelphia.

Outside of Pitcairn, Ashley enjoys attending music concerts and dining with friends. She’s also been known to hit the karaoke stage with a classic Beyoncé ballad. In the future, Ashley hopes to break in her passport by traveling more and experiencing all the world has to offer.