Financial advice that puts you first

Our team of wealth advisors brings expertise, intention, and a genuine commitment to helping you build and manage your wealth.
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A dedicated team makes all the difference

Since 2014, we’ve been on a mission to get more money in the hands of women. As women take on greater financial leadership — and control more wealth through the Great Wealth Transfer — our approach goes beyond the numbers to help you build a life and legacy aligned with your deepest values.

Get to know our 
financial advisory team

Meet the wealth advisors on Ellevest’s team, and learn how we help our clients build their wealth with values-aligned investment strategies. You can book time with an advisor below.

Veronica Taylor, CFP®

Wealth Advisor
New York City
Helping accomplished, career-driven women navigate life transitions, simplify finances, grow wealth, and build lasting legacies.

Ashley Bleckner, MA, CFP®, CDFA®

Wealth Advisor, Managing Director
Southern California
Helping high and ultra-high net worth individuals and families bring confidence and clarity to their finances through intentional investment management.

Emily Green

Head of Wealth Management
New York City
On a mission to facilitate meaningful financial outcomes while fostering a culture of inclusivity and impact for women, families, and non-profits.

Samantha Vient, CFP®

Wealth Advisor
California
Specializes in helping high earners minimize their taxable income and providing those who are 5-10 years away from retirement with a high-touch approach to tracking their progress toward this milestone.

Sara Faurer

Wealth Advisor
Chicago and Denver
Specializes in advising high and ultra high net worth individuals, families, endowments, and foundations, and in helping women build wealth through intentional investing and generational wealth-building.

Kaitlin Horsch, CFP®

Wealth Advisor
Chicago
Supporting private wealth management clients with building the portfolio and financial plan to live their lives to the fullest.

Sofia Figueroa, CFP®

Wealth Advisor
New York City
Passionate about crafting financial roadmaps unique to her client's core values.

Meet the team changing the financial industry

You deserve a team that actively listens, creates space for real conversations, and understands your full financial picture. We combine institutional investment expertise with a client-first approach built to support women, families, and the next generation.

Dr. Sylvia Kwan, CFA®, CAIA®

CEO & CIO

Ankur Patel, CFA®

Vice President of Investments

Michelle Schweizer

Senior Client Services Manager

Alondra Garcia, CFA®

Portfolio Manager

Kristin Goodman, CFA®

Portfolio Manager

Hannah Steendam, CFP®

Director of Client Services

Shai Wagner

Client Services Manager

David Nguyen

Senior Private Wealth Management Analyst

Amerina Dollentas

Senior Client Services Manager

CLIENT REVIEWS

“Ellevest has been so critically helpful. I feel more in control of my finances than ever before, and with that comes a sense of personal independence and freedom that I don't take for granted.”

– Katie C.**
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**Testimonials were given by clients of Ellevest, Inc. Testimonials are representative of the client's views at the time collected, may not be representative of the experiences of other clients, and do not provide a guarantee of future performance success or a similar experience or services. No compensation was provided for these testimonials.

Let's talk about your financial future

Whether you're looking for comprehensive wealth management or focused financial planning, we'll help create a strategy that works for your life. On this call, we'll discuss your goals, answer your questions, and show you exactly how we can help you build the financial confidence you deserve.