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Kristen G
CFA®, Series 63
Denver, CO
Ellevest
Kristen Goodman is a CFA® charterholder with 11 years of industry experience, currently serving as an advisor at Ellevest in Denver, CO since 2020. Prior to joining Ellevest, she worked at J.P. Morgan Private Bank from 2015 to 2020. Ellevest provides discretionary investment management and financial planning services focused on helping women plan and invest. The firm offers tailored wealth management solutions, emphasizing strategic asset allocation, tax-minimization techniques, and values-aligned investment options.
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