CoverProfile

Sylvia Kwan

Chief Investment Officer

Ellevest, Inc.

United States, California, San Francisco

About Me

Experienced investment professional and financial services executive with broad experience in creating innovative investment offerings and building successful fintech start-ups. Expertise in technology-based solutions to increase efficiency and quality of execution. Deep experience across digital and high net worth investing, with particular interest and expertise in impact investing.

Profile Information

Chief Investment Officer

Ellevest, Inc.

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

San Francisco

California

United States

Oct 28, 2024

Work Experience

Ellevest

Chief Investment Officer
Mar 2015 - Present
Email: skwan@ellevest.com

More profiles to browse

Profile Photo
Emily Green
Director of Private Wealth, Head of Wealth Management | Advisor
Profile Photo
Ankur Patel
Vice President of Private Wealth Investments
Profile Photo
Michael Barnes
Vice President of Financial Operations
Profile Photo
Sallie Krawcheck
Founder and CEO

You Might Like

SG
Sujit Govindraj
Executive Vice President, Managing Group Director
Flagstar Bank
DH
Darla Hansen
Chief Administrative Officer
Corvus Wealth Advisors
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
PM
Prtima MISHRA1
Software Engineer
PA TEST