Ellevest Private Wealth Management clients have so many options for investing with their values across asset classes, from our impact equity portfolios to private alternatives and fixed-income options. Here’s how you can help spread the word:
Highlights about our investment philosophy and our dedicated team changing the financial industry.
Our complimentary portfolio health check is a key component of the Ellevest experience. Read more about it here.
With more than a decade of experience, Jaclyn joined Ellevest in 2019 to work with clients to develop custom portfolios and financial plans that prioritize their goals and incorporate their values. She lives in California and enjoys traveling and hiking as many trails as possible.
I’d like to connect you with Jaclyn Madrid, who is a Financial Advisor on the Ellevest team. Founded by Wall Street veteran Sallie Krawcheck, Ellevest is on a mission to help women at every stage of their financial journey.
What really sets Ellevest’s personalized private wealth management apart is their undeterred passion for helping their clients invest for measurable impact. It’s an offering that’s not replicated at the big firms. I’ll let you two take it from here to connect!
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