Financial Services Leader & Impact Investing Expert; CEO & Chief Investment Officer at Ellevest; Advocate for Women’s Wealth
Sylvia Kwan Biography
Dr. Sylvia Kwan is the CEO and chief investment officer at Ellevest, an investment advisory firm focused on providing wealth management and financial planning services tailored to women and their families. At Ellevest, Kwan leads the development of investment solutions, strategies, and proprietary algorithms that support both digital and private wealth advisory services. Her work has contributed to building a community of more than 3 million members, emphasizing financial resilience, independence, and impact investing aligned with women's financial needs.
With more than three decades of experience in the financial services industry, Kwan has held senior roles at firms including Charles Schwab and Financial Engines, where she was a founding member of the investments team and contributed to the development of scalable investment processes for assets under management. She also co-founded SimplySmart Asset Management, which provides customized global investment solutions for individual investors. Kwan serves on the boards of organizations such as Exit 182 Group, Lotus Campaign, and ADISA, and acts as an advisor to UniFi by CAIA.
Kwan is a frequent speaker at industry conferences and events, recognized for her expertise in women and wealth, impact investing, and alternative investments. She holds both Chartered Financial Analyst and Chartered Alternative Investment Analyst designations, a Bachelor of Science in applied mathematics and computer science from Brown University, and a doctorate in engineering-economic systems from Stanford University, where her dissertation contributed to the field of behavioral finance. Her career reflects a commitment to advancing financial literacy, representation, and intentional investing for women and the broader financial community.
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How do I book Sylvia Kwan to speak at my event?
Our experienced booking agents have successfully helped clients around the world secure speakers like Sylvia Kwan for speaking engagements, personal appearances, product endorsements, or corporate entertainment since 2002. Click the Check Availability button above and complete the form on this page to check availability for Sylvia Kwan, or call our office at 1.800.698.2536 to discuss your upcoming event. One of our experienced agents will be happy to help you get speaking fee information and check availability for Sylvia Kwan or any other speaker of your choice. -
What are the speaker fees for Sylvia Kwan
Speaking fees for Sylvia Kwan, or any other speakers and celebrities, are determined based on a number of factors and may change without notice. The estimated fees to book Sylvia Kwan are available upon request for live events and available upon request for virtual events. For the most current speaking fee to hire Sylvia Kwan, click the Check Availability button above and complete the form on this page, or call our office at 1.800.698.2536 to speak directly with an experienced booking agent. -
What topics does Sylvia Kwan speak about?
Sylvia Kwan is a keynote speaker and industry expert whose speaking topics include Asian & Pacific Heritage, Corporate Strategy, Diversity & Inclusion, ESG, Executive Leadership, Female Leadership, Finance, Strategic Leadership, Sustainability, Women in Business -
Where does Sylvia Kwan travel from?
Sylvia Kwan generally travels from New York, NY, USA, but can be booked for private corporate events, personal appearances, keynote speeches, or other performances. For more details, please contact an AAE Booking agent. -
Who is Sylvia Kwan’s agent?
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Sylvia Kwan is a keynote speaker and industry expert who speaks on a wide range of topics. The estimated speaking fee range to book Sylvia Kwan for your event is available upon request. Sylvia Kwan generally travels from New York, NY, USA and can be booked for (private) corporate events, personal appearances, keynote speeches, or other performances. Similar motivational celebrity speakers are Erika Seth Davies, Guadalupe Rodriguez, Bahiyah Yasmeen Robinson, Sallie Krawcheck and Kristina Kloberdanz. Contact All American Speakers for ratings, reviews, videos and information on scheduling Sylvia Kwan for an upcoming live or virtual event.
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