The Financial Operations Team at Ellevest is responsible for optimizing and managing the company’s financial processes and investment strategies. Their work includes overseeing financial planning, investment operations, and wealth management, ensuring efficient and effective resource allocation to support the mission of empowering women with better financial tools and advice. They collaborate closely to deliver tailored financial solutions and strategic insights that align with the unique needs of women+ investors.
Alondra Garcia
Portfolio Manager
Ann Romano
Wealth & Investment Manager
Connie Hsiung
CFO & COO
Kristen Goodman
Portfolio Manager
Sabrina Rosh
Director Of Financial Planning
Sharon J. Kaufman
Director, Investment Operation...
Sofia Figueroa
Senior Financial Planner
Victoria Sado
Senior Financial Planner
Young Nguyen
Senior Financial Operations Ma...
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