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Wealth Management
Financial Planning
Our Team
Resources
Resources
Get insights and explainers from our team, or learn how we can support you through major life events.
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Tell us about your financial goals 

Our team of all-women financial advisors specialize in intentional impact investing and financial planning for high and ultra high net worth individuals, families, and institutions.

We look forward to connecting with you! You can expect to receive an email from our team in 1 – 3 business days.
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Financial advice that puts you first

Our team of wealth advisors brings expertise, intention, and a genuine commitment to helping you build and manage your wealth.
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A dedicated team makes all the difference

Since 2014, we’ve been on a mission to get more money in the hands of women. As women take on greater financial leadership —and control more wealth — our approach goes beyond the numbers to help you build a life and legacy aligned with your deepest values.

Get to know our 
financial advisory team

Meet the wealth advisors on Ellevest’s team, and learn how we help our clients build their wealth with values-aligned investment strategies. You can book time with an advisor below.

Veronica Taylor, CFP®

Wealth Advisor
New York City
Helping accomplished, career-driven women navigate life transitions, simplify finances, grow wealth, and build lasting legacies.
SCHEDULE CALL

Ashley Bleckner, MA, CFP®, CDFA®

Wealth Advisor, Managing Director
Southern California
Helping high and ultra-high net worth individuals and families bring confidence and clarity to their finances through intentional investment management.
SCHEDULE CALL

Emily Green

Head of Wealth Management
New York City
On a mission to facilitate meaningful financial outcomes while fostering a culture of inclusivity and impact for women, families, and non-profits.
SCHEDULE CALL

Samantha Vient, CFP®

Wealth Advisor
California
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 toward this milestone.
SCHEDULE CALL

Sara Faurer

Wealth Advisor
Chicago and Denver
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.
SCHEDULE CALL

Kaitlin Horsch, CFP®

Wealth Advisor
Chicago
Supporting private wealth management clients with building the portfolio and financial plan to live their lives to the fullest.
SCHEDULE CALL

Sofia Figueroa, CFP®

Wealth Advisor
New York City
Passionate about crafting financial roadmaps unique to her client's core values.
SCHEDULE CALL

Meet the team changing the financial industry

You deserve a team that actively listens, creates space for real conversations, and understands your full financial picture. We combine institutional investment expertise with a client-first approach built to support women, families, and the next generation.

Dr. Sylvia Kwan, CFA®, CAIA®

Chief Executive Officer

Ankur Patel, CFA®

Chief Investment Officer

Michelle Schweizer

Senior Client Services Manager

Alondra Garcia, CFA®

Senior Portfolio Manager

Kristin Goodman, CFA®

Senior Portfolio Manager

Hannah Steendam, CFP®

Director of Client Services

Shai Wagner

Client Services Manager

David Nguyen

Senior Private Wealth Management Analyst

Amerina Dollentas

Senior Client Services Manager

Brianna Kemp

Client Services Manager