Sylvia Kwan
Directeur en chef des Investissements chez Ellevest, Inc. (Investment Management)
Profil
Dr. Sylvia Kwan is a Chief Investment Officer at Ellevest, Inc. She is on the Board of Directors at Alternative & Direct Investment Securities Association.
With more than 30 years of experience, she’s held positions at Charles Schwab and Financial Engines.
Dr. Kwan is a CFA charterholder with a PhD in engineering economic systems from Stanford and a BS in computer science and applied math from Brown.
Postes actifs de Sylvia Kwan
Sociétés | Poste | Début |
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Ellevest, Inc. (Investment Management)
Ellevest, Inc. (Investment Management) Investment ManagersFinance Ellevest, Inc. (Investment Management) (Ellevest-IM) is the investment management division of Ellevest, Inc., a holding company headquartered in New York City. The firm was founded by Sallie Krawcheck in 2014. Ellevest-IM provides investment advisory services to individuals, pension and profit-sharing plans and charitable organizations. | Directeur en chef des Investissements | 01/03/2015 |
Alternative & Direct Investment Securities Association | Directeur/Membre du Conseil | 15/02/2022 |
Formation de Sylvia Kwan
Brown University | Undergraduate Degree |
Stanford University | Doctorate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
Entreprise privées | 2 |
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Ellevest, Inc. (Investment Management)
Ellevest, Inc. (Investment Management) Investment ManagersFinance Ellevest, Inc. (Investment Management) (Ellevest-IM) is the investment management division of Ellevest, Inc., a holding company headquartered in New York City. The firm was founded by Sallie Krawcheck in 2014. Ellevest-IM provides investment advisory services to individuals, pension and profit-sharing plans and charitable organizations. | Finance |
Alternative & Direct Investment Securities Association |