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Dr. Sylvia Kwan — CEO & Chief Investment Officer · Ellevest · San Francisco Bay Area.
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Profile updated Nov 2026 · Sourced from public professional profiles · Legitimate-interest B2B basis
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About
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.
Experience
Chief Executive OfficerCurrent
Ellevest · New York City Metropolitan Area
Feb 2025 – Present
Redefining investing for women.
Founder and Chief Investment OfficerCurrent
SimplySmart Asset Management · San Francisco Bay Area
Jan 2010 – Present
SimplySmart Asset Management was founded with the vision of providing individual investors with smart, straightforward, and accountable global investment portfolios at low cost.
Education
Skills
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