New York, NY Park Ave S 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
228 Park Ave S, Pmb 94934
New York NY 10003
Advisors at this office
4
Advisors at this office
Ankur P
CFA®, Series 66
New York, NY
Ellevest
Ankur Patel is a CFA® charterholder with 11 years of industry experience, currently serving as an advisor at Ellevest, Inc. since 2019. Prior to joining Ellevest, he worked at Lenox Wealth Advisors and MML Investors Services, including MassMutual Life Insurance Co / Lenox Advisors. Ellevest provides discretionary investment management and financial planning services focused on helping women plan and invest. The firm offers tailored portfolios emphasizing strategic asset allocation and diversification, along with tax-minimization strategies and values-aligned investment options.
Veronica T
CFP®
New York, NY
Ellevest
Veronica Taylor is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Ellevest. She previously worked at Northstar Money and Hudson Fusion, with a combined career spanning over two decades in the financial sector. Ellevest provides discretionary investment management and financial planning services primarily focused on helping women invest and plan. The firm offers tailored portfolios based on clients' goals and risk tolerance, emphasizing strategic asset allocation and diversification, and supports its clients with tax-minimization techniques and impact investment options.
Sofia F
CFP®, Series 65, Series 66
New York, NY
Ellevest
Sofia Figueroa is a CFP® professional affiliated with Ellevest, bringing eight years of industry experience. Her work history includes roles at Morgan Stanley and Anheuser-Busch before joining Ellevest, where she has been since 2020. Ellevest focuses on discretionary investment management and financial planning services aimed primarily at women. The firm offers personalized wealth management and private wealth services, emphasizing strategic asset allocation, diversification, tax-minimization techniques, and values-aligned investment options.
Emily G
Series 63, Series 65
New York, NY
Ellevest
Emily Green is a financial advisor at Ellevest with 13 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 by J.P. Morgan Securities and JPMorgan Chase Bank. Ellevest provides discretionary investment management and financial planning services primarily focused on helping women plan and invest. The firm emphasizes strategic asset allocation and diversification with tailored portfolios, offering both personal and private wealth management along with donor-advised fund advisory services.
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