Chicago, IL Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Ellevest
Team
Firm-wide stats for Ellevest
About
Ellevest provides discretionary investment management and financial planning services with a stated focus on helping women plan and invest. The firm offers both Personal Wealth Management for individual investors and Private Wealth Management for higher‑net‑worth individuals, and it also provides comprehensive one‑on‑one financial planning and donor‑advised fund advisory services.
Its investment approach emphasizes strategic asset allocation and diversification rather than market timing or concentrated bets, with portfolios tailored to each client’s goals, risk tolerance, time horizon and tax posture. Ellevest implements tax‑minimization techniques for select taxable accounts, offers values‑aligned/impact investment options, and may engage sub‑advisers to implement specific strategies.
Notable differences from many peers include a multi‑office structure (13 offices) and a public education component — Ellevest conducts money management and financial planning workshops, typically offered at no charge. The firm also participates in Schwab Charitable donor‑advised fund management, uses pledged‑account and securities‑backed line‑of‑credit arrangements for eligible clients, and discloses minority equity and other affiliations with outside investment networks.
Based on Ellevest
Expertise
Based on Ellevest
Location
Chicago IL
Advisors at this office
2
Advisors at this office
Sara F
Series 63, Series 65
Chicago, IL
Ellevest
Sara Faurer is a financial advisor at Ellevest with seven years of industry experience. She holds Series 63 and Series 65 designations. Prior to joining Ellevest in 2024, she worked at Goldman Sachs from 2017 to 2024 and was affiliated with the University of Michigan from 2016 to 2018. Ellevest provides discretionary investment management and financial planning services focused on helping women plan and invest. The firm offers tailored portfolios based on clients’ goals and risk tolerance, implements tax-minimization techniques, and conducts educational workshops at no charge.
Kaitlin H
CFP®, Series 66
Chicago, IL
Ellevest
Kaitlin Horsch is a CFP® and holds a Series 66 license with eight years of industry experience. She has worked at Ellevest since 2022 and previously spent five years at UBS and four years at KPMG. Kaitlin is based in Chicago, IL, and is part of a 12-advisor team at Ellevest. Ellevest provides discretionary investment management and financial planning services primarily focused on helping women plan and invest. The firm offers tailored portfolios emphasizing strategic asset allocation and diversification, along with tax-minimization techniques and values-aligned investment options.
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