Sylvia Kwan Email & Phone Number
CEO and Chief Investment Officer @ Ellevest
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Sylvia Kwan Location
- California, United States
Sylvia Kwan Work
- CEO and Chief Investment Officer @ (March 2015 - Present)
- Founder and Chief Investment Officer @ (January 2010 - Present)
- Director, Exit 182 Group, LLC @ (January 2010 - Present)
- Principal, Chief Investment Officer @ (August 2008 - May 2009)
- Vice President, Portfolio Management @ (October 1997 - August 2008)
- Director of Equity Quantitative Research and Portfolio Manager @ (January 1996 - January 1997)
- Research Consultant @ (January 1992 - January 1995)
- Portfolio Manager @ (January 1985 - January 1989)
Sylvia Kwan Education
- Stanford University
Doctor of Philosophy (Engineering)
1989-1995 - Brown University
Bachelor of Science (Mathematics, Computer Science)
1981-1985
Sylvia Kwan Skills
- Fixed Income
- Asset Managment
- Investments
- Asset Allocation
- Portfolio Management
- Financial Analysis
- Finance
- Business Strategy
- Microsoft Excel
Sylvia Kwan Summary
- Sylvia Kwan, based in California, United States, is currently a CEO and Chief Investment Officer at Ellevest. Sylvia Kwan brings experience from previous roles at SimplySmart Asset Management, Inc., Grinnell College, Structural Wealth Management LLC and Financial Engines. Sylvia Kwan holds a 1989 - 1995 Doctor of Philosophy in Engineering @ Stanford University. With a robust skill set that includes Fixed Income, Asset Managment, Investments, Asset Allocation, Portfolio Management and more. Sylvia Kwan has 4 emails and 1 mobile phone numbers on RocketReach.
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