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.

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.

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.