Magazine

Meet the Financial Advisors on Ellevest’s Private Wealth Management Team

By Ellevest Team

The financial advisors on Ellevest’s Private 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 — an industry designed by men, for men — a better experience for each client we work with. And we can find solutions that let us do more to make the world better for women around the world.

Meet our financial advisory team below.

Ashley Bleckner

Southern California

Ashley is based in Southern California. A CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, she’s been in the financial services industry for nearly a decade since obtaining her bachelor’s and master’s degrees in economics. “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. It’s been time. And Ellevest is at the frontline of that pivotal switch.” She spends her time actively involved in the community serving as the chair of SheVest for UCI’s Center for Investment and Wealth Management, which focuses on financial literacy for underrepresented groups. Ashley also is the chair of the TLD committee for her local Alzheimer’s Association chapter.

By Ashley: “7 Approaches to Paying for Kids’ Educations,” “Things to Consider for Year-End Charitable Giving,” “Managing Your Wealth in the Early Days of Widowhood,” and “The Money Talk: The One With the Sudden Windfall.”

Emily Green

New York City

Emily is the Director of Private Wealth at Ellevest. She’s worked in the financial services industry for over ten 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 into 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.

By Emily: “How to Make a Strategic Giving Plan,” “3 Good Reasons to Break Up With Your Financial Advisor” and “Wealth Happens: Navigating Your First IPO.”

Allison Kvikstad

San Francisco Bay Area

Allison Kvikstad has over 25 years of experience in the financial services industry, most recently as senior vice president at Wells Fargo. Allison is also a CFP® professional and with a master’s degree in finance from Golden Gate University. Allison lives just outside of San Francisco and serves clients throughout the Bay Area. Allison is an advocate for financial literacy, and has spent over a decade teaching financial literacy to people living at or below the poverty level. She has held board positions at Dress for Success in San Francisco and The First Tee of Oakland, and now volunteers in teaching financial literacy at Girls, Inc. in Oakland.

By Allison: “What I Learned About Financial Health From Beating Cancer,” “How Your Wealth Could Power Positive Change for Women,” “15 Questions You Should Be Asking Your Money Advisors Each Year,” and “How to Prep for Divorce When Wealth Is Involved.”

Cameron Rogers

New York City

Cameron has built her career advising both high net worth individuals and some of the country’s largest institutional investors. At Ellevest, she advises clients around matters including generational transitions of wealth, investing for financial and social impact, and planning for retirement decumulation. She has more than a decade of professional investing and wealth management experience, most recently at J.P. Morgan. Cameron has degrees in finance and international business from Georgetown University, and is a CFA charterholder. A Californian originally, Cameron has lived and worked in Washington DC, Chicago, and New York City. She is a board member for the Beyond Sport Foundation, an organization that celebrates, supports, and provides funding for organizations using sport to help make the UN Sustainable Development Goals (SDGs) a reality. She is also involved with Women for Women International. Cameron spends her free time running outside, learning the game of golf, and reading.

By Cameron: “The Key to Giving (and Receiving) Generational Wealth,” “What’s Wealth Decumulation?,” “Spring Clean Your Investments With Account Consolidation,” and “How to Make a Year-End Planning Checklist.”


Disclosures

© 2020-2021 Ellevest, Inc. All Rights Reserved.

You can review Ellevest’s Form ADV Part 2 here.

The information provided does not take into account the specific objectives, financial situation or particular needs of any specific person.

Investing entails risk including the possible loss of principal and there is no assurance that the investment will provide positive performance over any period of time.

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