Specialties:

Inheritance
Nextgen Planning
Divorce
Family Dynamics
Career Transition
Real Estate
Private Alternatives Investing
Institutional Investing
Book a call with Cameron

Cameron Rogers, CFA®

Ellevest Wealth Management Financial Advisor

she/her
New York, NY

Cameron has worked in the financial industry for over 15 years, including a decade of advising high net worth individuals and institutions at J.P. Morgan. She currently oversees individual, family, and non-profit investment relationships and specializes in helping clients with public and private market investing, generational wealth transitions, and sustainable investing. She is passionate about financial literacy and helping women develop greater agency with their money.

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Credentials:

CFA Institute

Chartered Financial Analyst, 2014

EXTRACURRICULARS

Board Member of Women for Women International, Board Member for Beyond Sport Foundation, Member of the Bronx Museum Acquisitions Committee

Specialties:

Inheritance
Nextgen Planning
Divorce
Family Dynamics
Career Transition
Real Estate
Private Alternatives Investing
Institutional Investing

client reviews

“In one word, working on my financial plan with my advisor makes me feel ‘powerful.’”

Lisa W., Georgia

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.

What we do

  • Personalized financial planning
  • Investment management
  • Impact investing
  • Holistic financial guidance

How we’re different

We put women first.

Ellevest was founded with a mission to put more money in the hands of women.

We’re a fiduciary.

We're obligated to put your interests ahead of our own. We'll never over-trade your account to generate fees for us or sell you proprietary products that would have you pay us twice.

We take a personalized approach to investing.

You’ll have a highly personalized, tax-aware portfolio designed for your goals and values — not some model portfolio that every client gets.

We do impact investing right.

We can align your investments with your values without sacrificing returns by investing in our Intentional Impact Portfolios* and other impact alternative investments.

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Our customized client benefits

Our services don’t end with investments. Want to see exactly where your impact dollars are going? Check out your custom impact report. Want to vote on your shares with one click? Enroll in our proxy voting services. We’ve got you covered.

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Meet more of the 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.

Sylvia Kwan, CFA®, CAIA®
Chief Investment Officer
Ankur Patel, CFA®
VP of Private Wealth Investments
Kristen Goodman, CFA®
Portfolio Manager
Alondra Garcia, CFA®
Portfolio Manager
Maria-Jose Kleinhans
Client Services Manager
David Nguyen
Senior Private Wealth Analyst

Get in touch with

Cameron

crogers@ellevest.com
Ellevest financial advisors serve clients with $500,000 or more to invest. If that’s not you, Ellevest’s financial planning and automated investing services may be a better fit.