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.

Disclosure

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