Ellevest

Ashley Bleckner is a CFP® professional with 10 years of industry experience. She has been with Ellevest since 2019 and also maintains a role at Rs Crum Inc. Ellevest serves individual investors and institutional accounts with discretionary portfolio management and financial planning, focusing on helping women close the gender investment gap through a goal-based, diversified investment approach that includes values-aligned and impact investing options.

Samantha Vient is a CFP® and Series 65-registered financial advisor with seven years of industry experience. She is currently with Ellevest, where she has worked since 2021, and previously worked at Origin Financial and Mexico Collective. Ellevest serves individual investors and institutional accounts with discretionary portfolio management and financial planning, focusing on helping women close the gender investment gap. The firm employs a goal-based, diversified asset-allocation strategy that includes values-aligned and sustainability-focused investing options.

Ankur Patel is a CFA® charterholder with 11 years of industry experience. He has been with Ellevest since 2019 and previously worked at Lenox Wealth Advisors, MML Investors Services, and Credit Suisse Securities. Patel holds a Series 66 license and is based in New York, NY. Ellevest is a registered investment adviser focused on serving women and their households with discretionary portfolio management, comprehensive financial planning, and educational workshops. The firm emphasizes strategic asset allocation and values-aligned investing, offering philanthropic advisory services and access to alternative and private investments for eligible clients.

Kerry started BeingFIT because she felt financial services for everyday families were lacking at best, filled with conflict of interest at worst, and more importantly missing the big picture. She knew she could do better and decided to create a modern financial services firm for everyday families looking for a family office like experience. Prior to BeingFIT, Kerry spent over 15 years working for large financial firms, specializing in retirement, investments, cash flow, insurance, business, estate, employee benefits, and tax. She served as a Financial Planning Consultant to financial advisors, where she created and reviewed thousands of financial plans for optimal strategies and integrity. Kerry also provided financial education and consulting to financial advisors located at various institutions across the country. Now Kerry focuses her energy on providing her clients with holistic financial planning and tax advice, and educating the public in areas such as strategies for tax allocation and investment strategy, equity compensation planning, and real estate investing. Kerry is also a fitness advocate and loves meeting new people and learning about their money stories and fitness journeys. Outside of her professional work, you may find Kerry enjoying life with her 14 year old daughter, camping or cruising in their Jeep, traveling to fun locations, at the hockey rink watching her daughter play, lifting weights, or practicing yoga. Kerry’s 5 top values in life are family, health, independence, honesty, and meaningful work.

Sara Faurer is a financial advisor at Ellevest with seven years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Goldman Sachs and Deloitte Consulting LLP. Ellevest serves individual investors and institutional accounts with discretionary portfolio management and financial planning, focusing on helping women close the gender investment gap. The firm employs a goal-based, strategic asset-allocation approach emphasizing diversification and offers values-aligned investing options and sustainability-focused management.

Kaitlin Horsch is a Certified Financial Planner (CFP®) with seven years of industry experience. She is currently an advisor at Ellevest, where she has worked since 2022. Prior to joining Ellevest, she spent five years at UBS and four years at KPMG. Ellevest serves individual investors and institutional accounts with discretionary portfolio management and financial planning, focusing on helping women close the gender investment gap. The firm employs a goal-based, strategic asset-allocation approach emphasizing diversification and incorporates values-aligned and sustainability-focused investing options.

Veronica Taylor is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Ellevest. She previously worked at Northstar Money and Hudson Fusion, where she spent over two decades. Ellevest provides discretionary portfolio management and financial planning services to individual investors and institutional clients, with a focus on helping women close the gender investment gap. The firm employs a goal-based, strategic asset allocation approach emphasizing diversification and offers values-aligned investing options along with sustainability-focused management.

Sofia Figueroa is a CFP® with seven years of industry experience, currently serving as a financial advisor at Ellevest since 2020. Her prior experience includes roles at Morgan Stanley and B&H Company, Inc., as well as positions outside the advisory field at Anheuser-Busch and the University of Oklahoma. Ellevest provides discretionary portfolio management and financial planning services to individual investors and institutional clients, with a focus on helping women close the gender investment gap. The firm employs a goal-based, diversified asset allocation strategy and offers values-aligned investing options alongside comprehensive financial planning.

Hannah Steendam is a CFP® with eight years of industry experience, currently serving as a financial advisor at Ellevest since 2022. She previously worked at Neuberger Berman for six years and Axa Advisors LLC for one year. Ellevest provides discretionary portfolio management and financial planning services to individual investors and institutional accounts, with a focus on helping women close the gender investment gap. The firm employs a goal-based, strategic asset-allocation approach emphasizing diversification and offers values-aligned investing options alongside sustainability-focused management.

Emily Green is a financial advisor at Ellevest with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Ellevest since 2017. Prior to that, she was employed at J.P. Morgan Securities and JPMORGAN CHASE Bank NA from 2011 to 2017. Ellevest serves individual investors and institutional accounts, focusing on discretionary portfolio management and financial planning with a mission to help women close the gender investment gap. The firm uses a goal-based, strategic asset-allocation approach emphasizing diversification and offers values-aligned and sustainability-focused investing options.

Alondra Garcia is a CFA® charterholder with six years of industry experience, currently serving as a financial advisor at Ellevest since 2022. Her prior roles include positions at Wilbanks Smith & Thomas and Bank of America. Ellevest serves individual investors and institutional accounts with discretionary portfolio management and financial planning, focusing on helping women close the gender investment gap. The firm employs a goal-based, strategic asset-allocation approach emphasizing diversification, values-aligned investing, and sustainability-focused strategies.

Kristen Goodman is a CFA® charterholder with 10 years of industry experience. She has worked at Ellevest since 2020 and previously spent five years at J.P. Morgan Private Bank. Based in Denver, CO, she holds a Series 63 license. Ellevest serves individual investors and institutional clients with discretionary portfolio management and financial planning, focusing on helping women close the gender investment gap. The firm employs a goal-based, strategic asset-allocation approach emphasizing diversification, values-aligned investing, and sustainability-focused strategies.