Sylvia Kwan

Sylvia Kwan is the CEO and Chief Investment Officer at Ellevest, a leading wealth management and financial advisory platform designed to serve women and their families. In this capacity, she is responsible for the development and oversight of investment solutions, strategies, proprietary algorithms, and both digital and private wealth advisory services. Kwan leads a team that focuses on intentional investing, including impact and gender-forward portfolios, helping over three million members pursue financial resilience and independence.

Kwan’s investment expertise covers broad asset classes with a specific focus on public and private market securities, impact investing, and alternative investments such as private equity and real assets. At Ellevest, she has been a pioneer in integrating ESG (Environmental, Social & Governance) and gender-lens investing into portfolio construction. She also guides due diligence and investment oversight for Grinnell College’s $3 billion endowment through her role as Director at Exit 182 Group, LLC, and has served in senior investment leadership positions at Financial Engines, Charles Schwab, and The Boston Company.

Holding both the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) designations, Kwan earned her Ph.D. in Engineering-Economic Systems from Stanford University and B.S. in Applied Mathematics and Computer Science from Brown University. She is recognized for her thought leadership in women and wealth, impact investing, and behavioral finance, with her doctoral research contributing early work to the field of investor behavior.