Ellevest

Sylvia has a Ph.D. in engineering economic systems from Stanford University and is a CFA® charterholder. She oversees Ellevest portfolios, algorithms, and investment recommendations, and worked with Morningstar to create hundreds of unique portfolios for Ellevest clients.

Charles Schwab

CEO and Executive Team

Leadership Team

Software Engineer, Infrastructure 

Staff Engineer

Product Designer

Data Analyst

Senior Software Engineer

Senior Data Scientist

Portfolio Manager

Investments Analyst

Director of Product Design

Compliance Manager

Sylvia Kwan

Chief Investment Officer at Ellevest

Org chart

Manager

Peers

Reports

Teams

CEO and Executive Team

Leadership Team

Timeline

Chief Investment Officer