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    Cameron Rogers, CFA

    Private Wealth Advisor at Ellevest

    Cameron Rogers is a Private Wealth Advisor at Ellevest, based in New York City. She has over 15 years of experience in investing and wealth management, primarily advising high net worth individuals, families, and nonprofit organizations. Before joining Ellevest, she worked at J.P. Morgan for a decade, where she held various roles, including Vice President, focusing on both individual and institutional clients.124

    Rogers holds a Bachelor’s degree in Finance and International Business from Georgetown University and is a Chartered Financial Analyst (CFA) charterholder. Her expertise includes generational wealth transitions, sustainable investing, and retirement planning. She is also actively involved in initiatives promoting financial literacy and empowerment, particularly for women, and serves on the board of the Beyond Sport Foundation, which supports organizations using sports to achieve the UN Sustainable Development Goals.12345

    In her role at Ellevest, Rogers emphasizes the importance of creating a supportive environment for clients to discuss their financial goals and challenges, aiming to transform the financial services experience for women and underrepresented groups.124

    Highlights

    Aug 22 · ellevest.com
    Connect with an Ellevest Wealth Management Financial Advisor
    Connect with an Ellevest Wealth Management Financial Advisor
    Meet Cameron Rogers, Financial Advisor at Ellevest

    Related Questions

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    Cameron Rogers, CFA
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    Experience

    Private Wealth Advisor at Ellevest (September 2019 - Present)
    Vice President & Client Advisor at J.P. Morgan (September 2017 - August 2019)

    Location

    New York, New York, United States