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 below, and learn how we help our clients build their wealth with values-aligned investment strategies.
Ashley Bleckner, MA, CFP®, CDFA®
Ellevest Private Wealth Management Financial Advisor, she/her
Southern California
Ashley has been in the financial services industry for more than a decade since obtaining her bachelor’s and master’s degree in economics. She spends her time actively involved in her community, serving as the chair of SheVest for University of California, Irvine’s Center for Investment and Wealth Management, which focuses on financial literacy for underrepresented groups. Ashley also is the chair of The Longest Day committee for her local Alzheimer’s Association chapter.
More about Ashley: LinkedIn
Financial guidance 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 is a CFP® professional and private wealth advisor with a decade of experience. She firmly believes that anything can be achieved with the right planning and preparation. From serving as the first woman president of the Association of Latino Professionals for America at Florida International University to starting her career at the top team at Merrill Lynch, she has consistently broken down barriers. Mari works with both Spanish- and English-speaking clients, specializing in helping women in transition. These include executives with substantial wealth tied up in one stock, those dealing with divorce or the loss of a partner, those receiving an inheritance, those navigating an IPO or liquidity event, and those nearing or currently in retirement. Using personalized, goals-based investment strategies, Mari helps her clients achieve financial stability and make a meaningful impact with their wealth. She is also an avid supporter of various local organizations, including Habitat for Humanity, 100+ Women Who Care, Women’s Executive Club of Fort Lauderdale, Coral Gables Woman’s Club, and the Nicklaus Children’s Hospital. Mari is a mom to twin boys and, in her free time, she enjoys yoga, running, and reading.
More about Mari: LinkedIn
Financial guidance 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
Financial guidance 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 Kvikstad has over 25 years of experience in the financial services industry, most recently as senior vice president at Wells Fargo. Allison earned a master’s degree in finance from Golden Gate University and currently lives just outside of San Francisco, serving 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.
More about Allison: LinkedIn
Financial guidance 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 — seeking 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. Jaclyn is a member of the Conejo Valley Estate Planning Council, the Financial Planning Association, and the National Association of Women Business Owners. She is an advocate for community organizations whose mission is to help women thrive, like Women’s Economic Ventures. Jaclyn earned her BA in Art History from the University of California, Santa Barbara. She resides in California and enjoys traveling and hiking as many trails as possible.
More about Jaclyn: LinkedIn
Financial guidance 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 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.
More about Cameron: LinkedIn
Financial guidance 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 been a CERTIFIED FINANCIAL PLANNER™ professional for 14 years, and she’s passionate about helping people maximize their financial opportunities. Before she joined Ellevest, she worked as a lead financial planner for Learnvest. She also founded her own firm focused on financial planning for small business owners and their families. Samantha has a master’s degree in international affairs from the University of California, San Diego, and she currently lives in Costa Mesa, CA. She loves spending time fishing, hiking, and exploring nature with her husband and two young children.
More about Samantha: LinkedIn
Sara Faurer
Ellevest Private Wealth Management Financial Advisor, she/her
Chicago
Sara has extensive experience as an advisor to high and ultra high net worth individuals, families, endowments, and foundations. She joined Ellevest from Goldman Sachs, where she spent 6 years advising clients around generational wealth planning and investing. Sara received her MBA from the University of Michigan - Ross School of Business and her BA from Bowdoin College. She is a board member of the Chicago Run Foundation and currently lives in Chicago.
More about Sara: LinkedIn
If wealth management sounds right for you, get started today by connecting with one of Ellevest’s financial advisors.
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