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.
Sylvia Kwan
Chief Investment Officer
Ellevest, Inc.
United States, California, San Francisco
About Me
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
Keylinks
More profiles to browse
Emily Green
Director of Private Wealth, Head of Wealth Management | Advisor
Sallie Krawcheck
Founder and CEO
Ankur Patel
Vice President of Private Wealth Investments
Michael Barnes
Vice President of Financial Operations
You Might Like
PM
Prtima MISHRA1
Software Engineer
PA TEST
JH
Jamie Heisch
Investment Associate
Silicon Valley Community Foundation
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services