Closing the Gender Investing Gap – Meet Dr. Sylvia Kwan CEO & CIO at Ellevest

Title


Closing the Gender Investing Gap – Meet Dr. Sylvia Kwan CEO &
CIO at Ellevest





Guest


Dr. Sylvia Kwan, CFA, CAIA


CEO & CIO Ellevest





Website


www.ellevest.com





About Dr. Kwan


Dr. Sylvia Kwan, CFA, CAIA is the Chief Executive Officer and
Chief Investment Officer at Ellevest. Dr. Kwan is a Chartered
Financial Analyst with more than 30 years of industry experience.
Prior to Ellevest, she founded SimplySmart Asset Management and
held senior portfolio management positions at Financial Engines
and Charles Schwab. She also serves on the Board of Exit 182, the
investment committee that oversees the endowment of Grinnell
College.





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