Sylvia S. Kwan, CFA, CAIA in

Sylvia S. Kwan, CFA, CAIA

Judge · DISC type Dc
CEO and Chief Investment Officer at Ellevest
📍 San Francisco Bay Area, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

Login to view overviewLogin to view overview
Experience
37 Years
Current Role
CEO and Chief Investment Officer
Job Level
Leadership
Location
San Francisco Bay Area, United States
Personality Overview

How Sylvia shows up

Features Driven
Quality Focused
Fast But Wary

They like to be in a position where they can control the conversation and terms. More than the product, they care about the effectiveness of the product. They are not focused on building rapport and relationships.

Priorities

Topics Sylvia cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
Login to view topicsLogin to view topics
Career

Work history

3-2015
CEO and Chief Investment Officer
Ellevest
1-2010
Founder and Chief Investment Officer
SimplySmart Asset Management, Inc.
2010
Director, Exit 182 Group, LLC
Grinnell College
8-2008 - 5-2009
Principal, Chief Investment Officer
Structural Wealth Management LLC
10-1997 - 8-2008
Vice President, Portfolio Management
Financial Engines
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
Login to viewLogin to view media
Education
1989 - 1995
Ph.D.
Stanford University
1981 - 1985
B.S.
Brown University
Social presence
in
Behavioral profile

DISC profile (public)

D

Dominance (D)

Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to Sylvia. Free, 10 seconds.