Sylvia Kwan
Chief Investment Officer at Ellevest, Inc. (Investment Management)
Profile
Dr. Sylvia Kwan is a Chief Investment Officer at Ellevest, Inc. She is on the Board of Directors at Alternative & Direct Investment Securities Association.
With more than 30 years of experience, she’s held positions at Charles Schwab and Financial Engines.
Dr. Kwan is a CFA charterholder with a PhD in engineering economic systems from Stanford and a BS in computer science and applied math from Brown.
Sylvia Kwan active positions
| Companies | Position | Start |
|---|---|---|
Ellevest, Inc. (Investment Management)
 Ellevest, Inc. (Investment Management) Investment ManagersFinance Ellevest, Inc. (Investment Management) (Ellevest-IM) is the investment management division of Ellevest, Inc., a holding company headquartered in New York City. The firm was founded by Sallie Krawcheck in 2014. Ellevest-IM provides investment advisory services to individuals, pension and profit-sharing plans and charitable organizations. | Chief Investment Officer | 2015-02-28 |
| Alternative & Direct Investment Securities Association | Director/Board Member | 2022-02-14 |
Training of Sylvia Kwan
| Stanford University | Doctorate Degree |
| Brown University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Ellevest, Inc. (Investment Management)
Ellevest, Inc. (Investment Management) Investment ManagersFinance Ellevest, Inc. (Investment Management) (Ellevest-IM) is the investment management division of Ellevest, Inc., a holding company headquartered in New York City. The firm was founded by Sallie Krawcheck in 2014. Ellevest-IM provides investment advisory services to individuals, pension and profit-sharing plans and charitable organizations. | Finance |
| Alternative & Direct Investment Securities Association |
- Stock Market
- Insiders
- Sylvia Kwan
