Michelle Schweizer

Michelle Schweizer is an experienced finance professional with a Bachelor of Science in Finance & Management from SUNY New Paltz. Currently serving as a Senior Client Services Manager at Ellevest since October 2025, Michelle has built a strong background in operations and client support through various roles at Summit Trail Advisors, Lenox Wealth Advisors, and Lenox Advisors from 2014 to 2025. Previous positions include Operations Associate, Operations Analyst, Financial Planning Associate, and a Sales Intern, demonstrating a comprehensive understanding of wealth management and client service in the finance industry.