Client Services Team
About
The Client Services Team at Ellevest is dedicated to providing exceptional support and personalized financial guidance to clients. This team, consisting of experienced professionals like Private Wealth Advisors and Client Experience Managers, ensures that clients receive tailored investment strategies, answer inquiries efficiently, and foster long-term relationships that empower women to take charge of their financial futures.
Team members
Ankur Patel
VP Of PWM Investments
Brianna Foster
Client Experience Manager
Cameron Rogers
Private Wealth Advisor
Dorel Sepp
Account Relationship Manager
Emily Green
Head Of Wealth Management | Ad...
Erin Rowan
Senior Client Operations Manag...
Hannah Steendam
Senior Client Services Manager
Kylee Greenleaf
Client Operations Manager
Maria-Jose Kleinhans
Client Services Manager
Valerie Marquez
Senior Client Services Manager
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