A team with deep experience and motivation to do more

A new approach to wealth management — because you don’t have time for the industry to catch up.
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It started with an ‘a-ha’ moment

We created Ellevest Wealth Management at Ellevest after women told us they were tired of supporting the companies and institutions that have not supported them.

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Sylvia Kwan, CFA®, CAIA®

CEO, CHIEF INVESTMENT OFFICER, SHE/HER

Sylvia is a Chartered Financial Analyst with more than 30 years of industry experience. Prior to Ellevest, she founded SimplySmart Asset Management and held senior portfolio management positions at Financial Engines and Charles Schwab. Sylvia serves on the Board of Exit 182, the investment committee that oversees the endowment of Grinnell College.

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PhD in Engineering Economic Systems from Stanford University

Emily Green

HEAD OF WEALTH Management, SHE/HER

With more than a decade of experience in private and corporate investment banking, most recently at J.P. Morgan, Emily is dedicated to helping women achieve financial strength and independence. Emily is on the board of Plan International USA and steering committee member of Alvin Ailey’s Young Patron Circle.

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BA in Economics from University of Wisconsin-Madison

Ankur Patel, CFA®

VP of wealth management, He/Him

Ankur is a CFA® charterholder with ten years’ of expertise working closely with financial advisors and clients. Before Ellevest, he worked at BlackRock, Credit Suisse, and Lenox Wealth. Ankur is a supporter of local and global organizations focused on providing education for underprivileged youth.

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BS in business administration from Drexel University

Ashley Bleckner, MA, CFP®, CDFA®

Southern California

Emily Green

New York City

Cameron Rogers, CFA®

New York City

Samantha Vient, CFP®

Southern california

Kaitlin Horsch

chicago

Sara Faurer

Chicago / denver

Get to know our financial advisory team

You deserve a team that actively listens, creates space for real conversations, and understands all of your financial goals. We’re committed to being that team for you.

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Depending on your needs, we can support you with holistic wealth management or standalone financial planning.