Sylvia Kwan
Chief Investment OfficerEllevest
Sylvia is the Chief Investment Officer at Ellevest, a technology-enabled investment platform redefining investing for women. In this role, she is responsible for developing the investment portfolios and proprietary algorithms that drive Ellevest’s investment recommendations.

Prior to joining Ellevest, Sylvia was a founding member of the investments team at Financial Engines, L.L.C. one of the first successful digital advisors. She worked to develop scalable, robust investment processes to manage over $14B in AUM for over 200,000+ client accounts during her tenure.

In 2010, Sylvia co-founded the boutique RIA firm SimplySmart Asset Management, serving individual investors with fully customized global investment solutions. Her financial services experience also includes portfolio management positions at Charles Schwab Investment Management, where she was director of equity quantitative research, and at the Boston Company, where she managed over $500 million in institutional fixed-income assets.

Sylvia serves on the Board of Trustees at Grinnell College, where she chairs the Finance Committee and serves as a member of the investment Committee that oversees the College’s $1.8B endowment.

Sylvia earned a B.S. in applied mathematics and computer science from Brown University and a Ph.D. in engineering-economic systems from Stanford University. Her doctoral dissertation on investor behavior and social interaction was one of the first in the field of behavioral finance.