Sylvia Kwan
About Sylvia Kwan
Sylvia Kwan is an instructor and Chief Investment Officer at Ellevest, with extensive experience in portfolio management and investment analysis. She holds a Ph.D. from Stanford University and has contributed to various organizations, including serving on the boards of non-profits and investment associations.
Work at Women with Capital
Sylvia Kwan serves as an instructor, contributing her expertise in investment management and financial analysis. Her role involves educating and mentoring individuals in the financial sector, particularly focusing on empowering women in capital markets.
Education and Expertise
Sylvia Kwan holds a Ph.D. in engineering-economic systems from Stanford University, which provides her with a strong analytical foundation. She also earned a B.S. in applied mathematics and computer science from Brown University. Kwan is a Chartered Alternative Investment Analyst® and a Chartered Financial Analyst®, demonstrating her proficiency in alternative investments and financial analysis.
Background
Kwan has held portfolio management positions at Charles Schwab Investment Management and the Boston Company. She was a founding member of the investments team at Financial Engines, L.L.C., and co-founded SimplySmart Asset Management. Additionally, she serves as Chief Investment Officer at Ellevest, where she oversees investment strategies.
Achievements
Sylvia Kwan is actively involved in various organizations. She joined the Board of the Lotus Campaign, a startup non-profit focused on housing-driven solutions to homelessness. Kwan also serves on the Board of The Alternative & Direct Investment Securities Association (ADISA) and is a member of the UniFi by CAIA Advisory Council. Furthermore, she is a Director of Exit 182 Group, LLC.