It’s incredibly rewarding to create the investment solutions women want but haven’t found.
Sylvia Kwan, PhD,
Chief Investment Officer

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A team with deep experience — and a motivation to do more.

My grandmother traded stocks, which inspired me to build a career around advising women business owners.

Emily GreenFinancial Advisor

  • VP, JP Morgan Private Bank
  • Cantor Fitzgerald
  • BA, University of Wisconsin-Madison

Beating breast cancer made me realize I was ready to help women take control of their financial lives.

Allison Kvikstad, CFP® ProfessionalFinancial Advisor

  • Wells Fargo Wealth Management
  • US Trust Company
  • MS Finance, Golden Gate University

I got into financial services because I saw my mother’s struggle. I wish Ellevest had been around when she was widowed.

Jennie Sanders, CFADirector of Investments

  • VP, Merrill Lynch Private Banking & Investment Group
  • Wells Fargo Private Asset Management
  • BA Economics, University of Texas-Austin

Talk to your team.