Our team of all-women financial advisors specialize in intentional impact investing and financial planning for high and ultra high net worth individuals, families, and institutions.
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.
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.
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.
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.