From navigating Wall Street during the financial crisis to building wealth strategies for women who are reshaping the economy, Emily Green shares how she became a powerful advocate for women taking control of their financial futures.In our conversation, I sit down with Emily Green, Head of Wealth Management at Ellevest, a company founded by Sally Krawcheck to close the persistent investment gap facing women. Emily’s career began at J.P. Morgan, where she quickly noticed a troubling pattern: male founders were consistently better prepared and better supported when selling businesses or going public, while women were left without the same level of financial advocacy. That realization led her to Ellevest, where she helped build the firm’s wealth management division from the ground up, effectively launching a startup within a startup.Emily opens up about the pivotal transition Ellevest made after selling its robo-advisory business in 2024, a bold decision that required letting go of an early identity to gain clarity around serving high-earning and high-net-worth women more deeply. We talk about how women’s relationships with money evolve over time, shifting from budgeting and day-to-day decisions toward life trade-offs, fulfillment, and legacy. Emily also shares how her clients’ wealth comes from diverse paths, like corporate leadership, early tech roles, entrepreneurship, and investing, reflecting a growing desire for alternatives to traditional banking models.This talk dives into the historic wealth transfer underway and why women will be at the center of it, controlling an estimated fifty percent of U.S. wealth by 2030. Emily introduces the idea of “wealth care,” reframing money as a tool to maximize life rather than an end goal. From examining inherited money beliefs to treating personal finances like a business, she offers grounded, actionable guidance that can save women millions over their lifetimes.If you’re ready to rethink money, leadership, and long-term impact, this is an episode you don’t want to miss.Chapters👋 01:00 Meet Emily Green, Head of Wealth Management at Ellevest🚀 01:52 Emily Green’s journey building a career in financial services📈 05:12 How Ellevest evolved to serve women building lasting wealth💸 14:49 The great wealth transfer and what it means for women leaders👑 20:06 Women stepping into financial power during the wealth transfer🧠 21:14 The real challenges women face in financial decision-making👩‍👧 25:07 How generational views on money are changing for women✨ 33:23 Emily’s advice for young women building financial independence🎤 36:32 Closing insights and resources to continue the journey Links:Website: https://ellevest.comLinkedIn: https://www.linkedin.com/in/emily-green-2a98a81a/Email: [email protected] Ellevest’s resources, connect with Emily on LinkedIn, and dive deeper into her work to start building wealth with confidence, clarity, and purpose.SponsorGo From Expert to Thought Leader with the Genius Discovery Program.Book Directly with Kent: http://talktokent.comOr, Check Out: geniusdiscovery.orgLinksReach out to Adrienne: [email protected] our website: www.sheleadsmedia.comJoin us at the upcoming She Leads LIVE 2025 conference in NYC on November 6th & 7th. Learn more at sheleadsmedia.com"I love ♥️ listening to The She Leads™ Podcast!” If that thought crossed your mind at any time while listening to our special show, I’d love it if you would take a moment and give our podcast some love too. To do so, simply Rate, Review & Follow Us on Apple Podcasts & Spotify. Taking this simple action helps my team and I to spread the word about all the incredible guests featured on The She Leads Podcast and contributes overall to helping women leaders and entrepreneurs everywhere! 🗺 Also, if you haven’t done so already, please +follow the podcast so you never miss an episode. Thank you so much!!— Adrienne

Ask this episode

“What did the council decide on item 42?” — answered with the speaker and the moment.

Transcript

Related