Sylvia Kwan

Directeur Général chez

Ellevest, Inc. (Investment Management)

Consumer Services

Finance

Profil

Dr. Sylvia Kwan is a Chief Executive Officer at Ellevest, Inc. and a Chief Executive & Investment Officer at Ellevest, Inc. She is on the Board of Directors at Alternative & Direct Investment Securities Association.
Prior to Ellevest, She founded SimplySmart Asset Management and held senior portfolio management positions at Financial Engines and Charles Schwab.
She erves on the Board of Exit 182, the investment committee that oversees the endowment of Grinnell College.
She received her undergraduate degree from Brown University and a doctorate degree from Stanford University.

Postes actifs de Sylvia Kwan

Sociétés	Poste	Début
Ellevest, Inc. (Investment Management) Ellevest, Inc. (Investment Management) Investment ManagersFinance Ellevest-IM creates an investment portfolio using a thoughtful mix of stock, bond, and alternative funds. The firm does not engage in general market-timing, or specific timing of economic cycles, asset or sector classes, or individual securities. Their primary approach is strategic asset allocation aimed at reducing over-all portfolio risk through diversification. They generally use a top-down approach, beginning with an asset allocation matching a client’s risk preferences and investment objectives.	Directeur Général	01/01/2025
Alternative & Direct Investment Securities Association Alternative & Direct Investment Securities Association The Alternative & Direct Investment Securities Association (ADISA) is a professional trade association dedicated to alternative and direct investment securities. The private company is based in Indianapolis. It serves over 4,500 members, including attorneys, CPAs, broker-dealers, sponsors, lenders, mortgage brokers, real estate agents, registered investment advisors, and family office representatives, who are involved in alternative investment products such as non-traded REITs, business development companies, master limited partnerships, 1031 exchanges, energy interests, and equipment leasing programs. ADISA provides resources like a quarterly magazine, webinars, podcasts, white papers, videos, and industry terminology, and hosts annual conferences, due diligence sessions, and networking events. The association also offers opportunities for committee participation, advocacy, awards, and editorial contributions, and monitors regulatory and legislative developments while engaging in lobbying efforts. Additionally, ADISA operates a foundation that offers college scholarships to support education within the alternative investment community.	Directeur/Membre du Conseil	15/02/2022
Ellevest, Inc. Ellevest, Inc. Investment ManagersFinance Provides wealth management and financial planning services	Directeur Général	-

Tous les postes actifs de Sylvia Kwan

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Sociétés liées

Entreprise privées	5
Brown University Brown University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Stanford University Stanford University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Ellevest, Inc. Ellevest, Inc. Investment ManagersFinance Provides wealth management and financial planning services	Finance
Ellevest, Inc. (Investment Management) Ellevest, Inc. (Investment Management) Investment ManagersFinance Ellevest-IM creates an investment portfolio using a thoughtful mix of stock, bond, and alternative funds. The firm does not engage in general market-timing, or specific timing of economic cycles, asset or sector classes, or individual securities. Their primary approach is strategic asset allocation aimed at reducing over-all portfolio risk through diversification. They generally use a top-down approach, beginning with an asset allocation matching a client’s risk preferences and investment objectives.	Finance
Alternative & Direct Investment Securities Association Alternative & Direct Investment Securities Association The Alternative & Direct Investment Securities Association (ADISA) is a professional trade association dedicated to alternative and direct investment securities. The private company is based in Indianapolis. It serves over 4,500 members, including attorneys, CPAs, broker-dealers, sponsors, lenders, mortgage brokers, real estate agents, registered investment advisors, and family office representatives, who are involved in alternative investment products such as non-traded REITs, business development companies, master limited partnerships, 1031 exchanges, energy interests, and equipment leasing programs. ADISA provides resources like a quarterly magazine, webinars, podcasts, white papers, videos, and industry terminology, and hosts annual conferences, due diligence sessions, and networking events. The association also offers opportunities for committee participation, advocacy, awards, and editorial contributions, and monitors regulatory and legislative developments while engaging in lobbying efforts. Additionally, ADISA operates a foundation that offers college scholarships to support education within the alternative investment community.