Tagged: caia
2 results
Sylvia Kwan
Dr. Sylvia Kwan is the CEO and Chief Investment Officer of Ellevest, the New York-based investment advisory firm built to help women build and manage wealth. A Stanford PhD and holder of both the CFA and CAIA designations, she designed the gender-aware investing algorithm at the core of Ellevest's platform and, in 2025, succeeded founder Sallie Krawcheck to lead the company. With more than three decades in financial services, including founding-team roles at Financial Engines and a stint at Charles Schwab, Kwan is a leading voice on impact investing, alternatives, and closing the gender wealth gap.
William Feeley
William C. Feeley is the founder and managing officer of Barometer Trading, LLC, an equity long/short fund built on a single obsession: not losing money. A 44-year capital markets veteran who helped corporate issuers raise tens of billions through IPOs and secondary offerings at firms like Bankers Trust, Kemper Securities and Wit SoundView, Feeley later ran the experiment most of Wall Street would never try - he hired and trained formerly incarcerated, prison-educated people as analysts and traders, and the desk beat its hedge-fund benchmark by more than 18% per year for 39 months. A Georgetown BSBA with a Loyola Chicago MBA and a CAIA charter, he is part trader, part operator, part believer in second chances.