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.
The Ellevest team combines decades of financial expertise with a holistic approach to wealth management — one that goes beyond the numbers to help you build a life aligned with your deepest values.
Sylvia is a Chartered Financial Analyst with more than 30 years of industry experience. Prior to Ellevest, she founded SimplySmart Asset Management and held senior portfolio management positions at Financial Engines and Charles Schwab. Sylvia serves on the Board of Exit 182, the investment committee that oversees the endowment of Grinnell College.
With more than a decade of experience in private and corporate investment banking, most recently at J.P. Morgan, Emily is dedicated to helping women achieve financial strength and independence. Emily is also a steering committee member of Alvin Ailey’s Young Patron Circle.
Ankur is a CFA® charterholder with ten years’ of expertise working closely with financial advisors and clients. Before Ellevest, he worked at BlackRock, Credit Suisse, and Lenox Wealth. Ankur is a supporter of local and global organizations focused on providing education for underprivileged youth.
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