ellevest
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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.
Ellevest
Ellevest is a New York-based financial company built by and for women. Co-founded in 2014 by former Wall Street executive Sallie Krawcheck and Charlie Kroll, it launched a gender-aware digital investing platform in 2016 designed around the realities of women's financial lives - longer lifespans, earlier salary peaks and the persistent pay gap. After selling its automated-investing (robo) business to Betterment in 2025, Ellevest now focuses on wealth management and financial planning delivered by an all-women team of advisors for clients investing $500,000 or more.