Ellevest is a financial services company built by women, for women. They’re on a mission to get more money in the hands of women+.

Finance

Personal Finance

Ellevest

Ellevest's headquarters in New York, NY, United States

Sylvia Kwan

Neeraj Sabharwal

Elizabeth Grier

Alexandra S.

Sharon Vosmek

Ashley Bleckner

Eleanor Branch

Tara Stevens

Emily Green

Ankur Patel

Stacy Hoover

Alan Bernstein

Sharon J. Kaufman

The Financial Operations Team at Ellevest is responsible for optimizing and managing the company’s financial processes and investment strategies. Their work includes overseeing financial planning, investment operations, and wealth management, ensuring efficient and effective resource allocation to support the mission of empowering women with better financial tools and advice. They collaborate closely to deliver tailored financial solutions and strategic insights that align with the unique needs of women+ investors.

Financial Operations Team

This department focuses on managing investment portfolios and identifying opportunities for financial growth.

Investment Management

The Client Services Team at Ellevest is dedicated to providing exceptional support and personalized financial guidance to clients. This team, consisting of experienced professionals like Private Wealth Advisors and Client Experience Managers, ensures that clients receive tailored investment strategies, answer inquiries efficiently, and foster long-term relationships that empower women to take charge of their financial futures.

Client Services Team

This department provides personalized financial advice and planning to help clients manage their financial goals.

Financial Services

This department provides strategic direction and governance for the organization through the board of members.

Executive Leadership

This department specializes in providing personalized financial advice and asset management services to high-net-worth clients.

Ellevest

Org chart

Teams

Financial Operations Team

Investment Management

Client Services Team

Financial Services

Executive Leadership

Wealth Management

Offices

Ellevest

Org chart

Teams

Financial Operations Team

Investment Management

Client Services Team

Financial Services

Executive Leadership

Wealth Management

Offices

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