The financial advisors on Ellevest’s Wealth Management team are located all around the country, and they each pursue their own passions and interests. But they all have two important things in common: deep experience and a deep motivation to transform the financial services industry.
They know that when it comes to women, families, and money, we can do more. We can make financial services a better experience for each client we work with. Tbh, it’s what you deserve: financial advisors who actively listen, create space for real conversation, understand your financial goals, and invest for impact (and returns) according to your values.
Meet the financial advisors on Ellevest’s team, and learn how we help our clients build their wealth with values-aligned investment strategies. If you have $500k or more to invest, our team would love to connect with you. You can book time with an advisor below.
Ashley Bleckner, MA, CFP®, CDFA®
Ellevest Private Wealth Management Financial Advisor, she/her
Southern California
Ashley Bleckner has worked in the financial services industry for over a decade. She advises individuals, families, and foundations on public and private market investing, transitions of wealth, and sustainable investing. She is passionate about helping women feel more in control of their finances. “Women are unique in so many ways that aren’t accounted for in traditional financial planning or investment management,” she says. “So it’s time. And Ellevest is at the frontline of that pivotal switch.
Articles by Ashley:
Investing
“4 Reasons to Outsource Your Portfolio Management”
Money & Life
“Things to Consider for Year-End Charitable Giving”
“Managing Your Wealth in the Early Days of Widowhood”
“The Money Talk: The One With the Sudden Windfall”
“7 Approaches to Paying for Kids’ Educations”
Mari Delgado, CFP®
Ellevest Private Wealth Management Financial Advisor, she/her
Miami
Mari has worked in the financial services industry for over a decade. From serving as the first woman president of the Association of Latino Professionals for America at Florida International University to starting her career on the top team at Merrill Lynch, she has consistently broken barriers. Her specialty is helping Spanish- and English-speaking clients optimize their finances during significant life milestones, including divorce or the loss of a partner, receiving an inheritance, or nearing (or being in) retirement. She's also an avid runner, yogi and twin mom.
Articles by Mari:
Investing
“Immigrant Investors Need Financial Advisors They Can Trust”
Money & Life
“What My Latina Mom Taught Me About Money”
“5 Financial Planning Convos LGBTQIA+ Couples Should Have”
Emily Green
Ellevest Head of Private Wealth Management, she/her
New York City
Recognized as one of Crain's New York Business Women of Influence 2024, Emily has worked in the financial services industry for over 10 years, most recently at J.P. Morgan, and has a degree in economics from the University of Wisconsin-Madison. She grew up in Chicago with two financially fierce women: her mother and grandmother. (Tune in to Emily’s video about why she works at Ellevest to hear how her grandmother — who was legally blind — spent her days trading stocks.) Emily is on the board of Plan International USA, an organization dedicated to creating an equal world for girls. She is also a steering committee member of Alvin Ailey’s Young Patron Circle. Emily currently spends her free time taking Ally Love’s classes on Peloton.
More about Emily: LinkedIn
Articles by Emily:
Investing
“4 Good Reasons to Break Up With Your Financial Advisor”
“What’s a Donor-Advised Fund and Why Should You Use One?”
Money & Life
“How to Make a Strategic Giving Plan”
“Wealth Happens: Navigating Your First IPO”
Allison Kvikstad, CFP®, CDFA®
Ellevest Private Wealth Management Senior Financial Advisor, she/her
San Francisco Bay Area
Allison has worked in the financial services industry for over 25 years. With deep professional investing experience, she’s made it her mission to educate women and youth on the power of investing. She specializes in managing wealth for high net worth individuals, families, and private foundations.
Articles by Allison:
Family & Relationships
“How to Prep for Divorce When Wealth Is Involved”
Investing
“What I Learned About Financial Health From Beating Cancer”
Impact Investing
“How Your Wealth Could Power Positive Change for Women”
Money & Life
“15 Questions You Should Be Asking Your Money Advisors Each Year”
Jaclyn Madrid, CFP®
Ellevest Private Wealth Management Financial Advisor, she/her
Southern California
Jaclyn joined Ellevest in 2019 after working in the financial services industry for over a decade. Her goal is to partner with you and your family to optimize your financial life, so you can enjoy what you love. She works closely with clients to develop custom investment portfolios and financial plans that prioritize their goals. With more than a decade of experience in wealth management and financial services, she's learned that listening is the crucial first step in crafting a stellar financial plan and investment strategy.
Articles by Jaclyn:
Retirement
“What You Need to Know Before Retiring: A Checklist”
Cameron Rogers, CFA®
Ellevest Private Wealth Management Financial Advisor, she/her
New York City
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.
Articles by Cameron:
Disrupt Money
“How to Invest for LGBTQ Justice”
Investing
“Spring Clean Your Investments With Account Consolidation”
“What are Restricted Stock Units?”
Money & Life
“How to Make a Year-End Planning Checklist”
“The Key to Giving (and Receiving) Generational Wealth”
Samantha Vient, CFP®
Ellevest Private Wealth Management Financial Advisor, she/her
California
Samantha has worked in the financial services industry for over 15 years. She works with individuals and their families on aligning their investments with their goals and values, then implementing clear strategies and steps. She 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 towards this milestone and beyond.
Sara Faurer
Ellevest Private Wealth Management Financial Advisor, she/her
Chicago
Sara joined Ellevest from Goldman Sachs, where she spent six years advising clients on generational wealth planning and investing. She 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. She is passionate about supporting women to step into their financial power with knowledge and confidence.