Kaitlin has spent a decade working in the financial services industry. Prior to joining Ellevest, she most recently worked at UBS supporting private wealth management clients with financial planning and portfolio construction. Kaitlin graduated magna cum laude from the University of Notre Dame with a bachelor’s degree in Accounting and German. She currently resides in Chicago, and in her free time volunteers with the Lurie Children’s Hospital.
FINRA
CERTIFIED FINANCIAL PLANNER®
Certified Public Accountant (CPA)
“In one word, working on my financial plan with my advisor makes me feel ‘powerful.’”
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.
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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.
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You’ll have a highly personalized, tax-aware portfolio designed for your goals and values — not some model portfolio that every client gets.
As the experts in building and managing women’s wealth, Ellevest was founded to help women build wealth and achieve financial success.
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We can align your investments with your values without sacrificing returns by investing in our impact portfolios and other alternative investments.
Our services don’t end with investments. Want to see exactly where your 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.
