Sylvia Kwan, Chief Investment Officer, Ellevest
Sylvia is a CFA® charterholder with over 33 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 holds a PhD in engineering economic systems from Stanford University and a BS in computer science and applied math from Brown University. She is a member of Ellevest’s Investment Committee.
Sylvia is also a member of the Investment Committee and Vice Chair of the Finance committee for the Board of Trustees of Grinnell College. She shares responsibility for fiduciary oversight of the College’s nearly $2 billion endowment, and of overseeing the college’s annual operating and capital budgets, financial reserves, debt, and long term strategies for financial sustainability.
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