EP 32: Sylvia kwan
Sylvia Kwan, CFA, CAIA, is the Chief Investment Officer for Ellevest, the experts in building and managing women’s wealth.
Sylvia is a CFA® charterholder with more than 30 years of industry experience. Before Ellevest, she founded SimplySmart Asset Management and held senior portfolio management positions at Financial Engines and Charles Schwab. Sylvia is an enthusiastic triathlete and serves on the board of Exit 182, the investment committee that oversees the endowment of Grinnell College.
Ellevest are the experts in building and managing women’s wealth.
Their investing, financial planning, and wealth management services are optimized for women — and personalized for you. Ellevest was built to account for women’s different realities.