A team with deep experience and motivation to do more

A new approach to private wealth — because you don’t have time for the industry to catch up.

It started with an ‘a-ha’ moment

We created Private Wealth Management at Ellevest after women told us they were tired of supporting the companies and institutions that have not supported them.

Meet the Ellevest team

Sallie Krawcheck

ceo and co-founder, she/her

One of the most senior women to have worked on Wall Street, with more than 25 years in the financial services industry, Sallie has led Merrill Lynch, Smith Barney, and Citi Private as CEO. Sallie believes that only good things happen when women have more money — not just for women themselves, but also for their families and our society as well.

More about Sallie
“The Last Honest Analyst,” Fortune
“Most Influential People in ESG Investing,” Barron’s
“Most Creative People in Business,” Fast Company
“Female Founders 100,” Inc.
Sylvia headshot

Sylvia Kwan, CFA®, CAIA®

Chief Investment Officer, She/Her

Sylvia is a CFA® charterholder with more than 30 years of industry experience. Before Ellevest, she founded SimplySmart Asset Management and held senior portfolio management positions at Financial Engines and Charles Schwab. Sylvia is an enthusiastic triathlete and serves on the board of Exit 182, the investment committee that oversees the endowment of Grinnell College.

More about Sylvia
PhD in engineering economic systems from Stanford University

Emily Green

Director of Private Wealth, She/Her

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 on the board of Plan International USA and a steering committee member of Alvin Ailey’s Young Patron Circle.

More about Emily
BA in economics from University of Wisconsin-Madison

Ankur Patel, CFA®

VP of Private Wealth Investments, He/Him

Ankur is a CFA® charterholder with more than 15 years of experience working in investment and wealth management. Before Ellevest, he spent his career across Wall Street at firms like BlackRock and Credit Suisse. Ankur is a supporter of local and global organizations focused on providing education for underprivileged youth.

MOre about ankur
BS in business administration from Drexel University

Mike Barnes

VP of Financial Operations, he/him

Mike is an operational leader with more than 15 years of experience building scalable platforms and infrastructure for wealth and asset management firms. Prior to Ellevest, Mike led operational teams at Neuberger Berman and independent RIAs before consulting financial institutions on operational and technology strategy.

BA in Criminal Justice from The University of New York at Albany

Ashley Bleckner, MA, CFP®, CDFA®

Southern California

Emily Green

New York City

Allison Kvikstad, CFP®, CDFA®

San Francisco Bay Area

Cameron Rogers, CFA®

New York City

Mari Delgado, CFP®


Jaclyn Madrid, CFP®

Southern California

Get to know our financial advisory team

You deserve a team that actively listens, creates space for real conversations, and understands all of your financial goals. We’re committed to being that team for you.

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