Ascot Equity Partners

About Us

Planning Futures

Since 1999, we have helped create programs and portfolios to meet long-term financial goals. Have questions about investments, taxes, retirement, and/or estate planning? One of our credentialed professionals would be glad to help.

A Proven Approach

We start by clarifying our fee structure and explaining the different ways we can help. Then we analyze your goals and compare them to your current portfolio. Then we recommend an investment strategy designed to meet your risk tolerance.

Why Us?

Our team is comprised of people with different kinds of finance experience, but we all have this in common, a commitment to ethics and integrity. We’re all fully licensed and credentialed. And you can count on unbiased recommendations and impartial guidance.

Our Team

Investment Banking, William Taylor

William began his investment career in April, 1999 as a broker with Lehman Brothers. He left Lehman Brothers in 2008 and continued his career in Investment Banking with Ascot Equity Partners He’s been at Ascot Equity since 2009. He rides motorcycles in his spare time.

Private Equity, Jennifer Hayes

Jennifer began her investment career in June, 2007 as an Equity Specialist with Panther Investments. She left Panther in 2010 and became head of Private Equity with Astor Equity Partners. She hikes in her spare time.

Investor Relations, Jack Abernathy

Jack began his career in June, 2001 as a broker with Kronus Investments. He left Doe in 2008 and started his career in Investor Relations with Ascot Equity Partners. He's an avid golfer

CEO, Steven Adams

Steven began his career in finance with HSBC as an Account Executive worked his way to Sr, Management an left in 2012 to assume the CEO position with Ascot Equity Partners he has over 20 years experience in the finance industry.

Invest with Confidence