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, MA, CFP®

Southern California

Ashley is based in Southern California. A CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, she’s been in the financial services industry for over 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: “4 Reasons to Outsource Your Portfolio Management,” “Things to Consider for Year-End Charitable Giving,” “Managing Your Wealth in the Early Days of Widowhood,” “How (and Why) to Make a Family Mission Statement,” and “The Money Talk: The One With the Sudden Windfall.”

Mari Delgado, CFP®

Miami

Mari, a CFP® professional, is a strong believer that anything can be achieved with the proper planning and preparation. From serving as the first woman president of the Association of Latino Professionals in Finance & Accounting at FIU, to the first woman investment analyst in one of the top teams at Merrill Lynch, she’s broken down barriers time and time again. Mari brings more than six years of experience in private wealth management, during which she’s focused on wealth strategies, asset allocation, and equity investment research. She lives in Miami, FL, and works with both Spanish- and English-speaking clients. She’s a big supporter of local organizations like Habitat for Humanity and the Nicklaus Children’s Hospital.

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,” “4 Good Reasons to Break Up With Your Financial Advisor,” “How We Created the Ellevest Intentional Impact Portfolios,” “Wealth Happens: Navigating Your First IPO,” “How (and Why) to Fix a Concentrated Stock Position,” “Using Downturns to Increase Your Portfolio's Impact,” and “What’s a Donor-Advised Fund and Why Should You Use One?

Allison Kvikstad, CFP®

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.”

Jaclyn Madrid, CFP®

Southern California

Jaclyn joined Ellevest in 2019, after more than a decade of working in the financial services industry. Today, she’s a financial advisor on Ellevest’s Private Wealth Management team and a CFP® professional. Her favorite part of the job is partnering with clients and their families to help optimize their financial life so they can enjoy what they love. She works closely with clients to create custom financial plans and investment portfolios for their specific financial situations and goals.

Cameron Rogers, CFA®

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: “Investing for LGBTQIA+ Justice,” “Spring Clean Your Investments With Account Consolidation,” “How to Make a Year-End Planning Checklist,” “What's Wealth Decumulation,” “The Key to Giving and Receiving Generational Wealth,” and “What are Restricted Stock Units?


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.

Ellevest Team

The Ellevest team is working to help women reach their financial and professional goals.