We created Private Wealth Management at Ellevest after women told us they were tired of supporting the companies and institutions that have not supported them.
One of the most senior women to have worked on Wall Street, with more than 25 years in the financial services industry, Sallie has led Merrill Lynch, Smith Barney, and Citi Private as CEO. Sallie believes that only good things happen when women have more money — not just for women themselves, but also for their families and our society as well.
Sylvia is a CFA® charterholder with more than 30 years of industry experience. Before Ellevest, she founded SimplySmart Asset Management and held senior portfolio management positions at Financial Engines and Charles Schwab. Sylvia is an enthusiastic triathlete and 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 a steering committee member of Alvin Ailey’s Young Patron Circle.
Ankur is a CFA® charterholder with more than 15 years of experience working in investment and wealth management. Before Ellevest, he spent his career across Wall Street at firms like BlackRock and Credit Suisse. Ankur is a supporter of local and global organizations focused on providing education for underprivileged youth.
Mike is an operational leader with more than 15 years of experience building scalable platforms and infrastructure for wealth and asset management firms. Prior to Ellevest, Mike led operational teams at Neuberger Berman and independent RIAs before consulting financial institutions on operational and technology strategy.
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