ELLEVEST, INC. of NEW YORK, NY is an SEC-registered investment adviser (CRD 175476). Regulatory assets under management: $1.1B.
Compensation: % of AUM, Fixed, Other.
Clients served: Individuals, High net worth, Pooled vehicles.
| Name | Role | Location |
|---|---|---|
| Ryan Smith | CHIEF COMPLIANCE OFFICER | Orlando, FL |
| Joseph D Mansueto | EXECUTIVE CHAIRMAN OF THE BOARD | — |
| Sallie Lee Krawcheck | SHAREHOLDER (COMMON) | — |
| Charles Hope Kroll | SHAREHOLDER (COMMON) | — |
| Sylvia Shiu Han Kwan | CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER; CO-CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER | — |
| Denise June Brochu | CHIEF COMPLIANCE OFFICER | — |
| MANSUETO JOSEPH D | CHAIRMAN OF THE BOARD AND CHIEF EXECUTIVE OFFICER; EXECUTIVE CHAIRMAN OF THE BOARD | — |
| TIWARI MUNESHRIE | CHIEF COMPLIANCE OFFICER | — |
| WRIGHT THOMAS D | CHIEF COMPLIANCE OFFICER | — |
| KRAWCHECK SALLIE LEE | CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, SHAREHOLDER (COMMON); CHIEF EXECUTIVE OFFICER,SHAREHOLDER (COMMON) (+2 more) | — |
| KAPOOR KUNAL | CHIEF EXECUTIVE OFFICER | — |
| KROLL CHARLES HOPE | CHIEF COMPLIANCE OFFICER AND PRESIDENT; PRESIDENT; SHAREHOLDER (COMMON) | — |
| TIWARI MUNESHRIE NMN | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER/COUNSEL | — |
| Zhou Shu | GENERAL COUNSEL; GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER | — |
| Wynn Elaine P | TRUSTEE | — |
| RAIMAN ILYSSA | GENERAL COUNSEL | — |
| ASUNCION GISELLE M | CHIEF COMPLIANCE OFFICER/COUNSEL | — |
| Hsiung Connie | CHIEF FINANCIAL OFFICER; CO-CHIEF EXECUTIVE OFFICER AND CHIEF FINANCIAL OFFICER | — |
| KWAN SYLVIA SHIU HAN | CO-CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| — | — | 1 | 844-355-7100 |
| — | — | 1 | 844-355-7100 |
| — | — | 1 | 844-355-7100 |
| — | — | 1 | 844-355-7100 |
| — | — | 1 | 844-355-7100 |
| — | — | 1 | 844-355-7100 |
| — | — | 1 | 844-355-7100 |
| — | — | 1 | 844-355-7100 |
| — | — | 1 | 844-355-7100 |
| — | — | 1 | 844-355-7100 |
| — | — | 1 | 844-355-7100 |
| — | — | 1 | 844-355-7100 |