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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 8 · linkedin

Women are not only dominating the Olympic Games, they’re dominating almost all the conversations about it.

Women first entered the Olympics in, coincidentally, Paris in 1900. Out of 997 athletes, 22 were women. They could qualify for only five competitions: tennis, sailing, croquet, equestrianism, and golf.

While we’ve come a long way in the form of representation, we know that representation isn’t enough: women Olympians are still fighting for equal pay, equal treatment, and equal opportunities.

It takes money and power to change these realities: take, for example, the first-ever nursery at Olympic Village, brought to you by runner and sprinter Allyson Felix. This wouldn’t have been possible without a partnership with Pampers Professional — and a massive investment from Melinda French Gates (an Ellevest investor) herself.

More on why "gender parity" isn't always enough: https://lnkd.in/evzAQyxu

Aug 5 · linkedin

There have been some notable summer shifts in the financial markets. And while a cooling US job market may spark concerns about economic health, it is important to consider this development within the context of the Federal Reserve's monetary policy objectives.

More insights frim Dr. Sylvia S. Kwan, CFA, CAIA and Ellevest here:

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