Financial Perspectives: Insights from Investment Professionals

“Financial Perspectives” is a monthly podcast featuring interviews with leaders in the finance and investment industry on current trends, career advancement, and their future outlook. Each episode highlights the guest’s area of expertise and features their unique perspectives through a finance lens.

Discussion topics include asset management, fixed income, private wealth, fintech, AI, treasury, investing practice, insurance, fund management, entrepreneurship, alternative investing, and more! Overall, you'll come away having learned new finance and investment insights.

This podcast, developed by CFA Society San Francisco, is provided for general interest only. Episodes are published on the last Tuesday of the month. The content is not intended to be, nor should be interpreted as recommendations or fiduciary advice. Please consult your own investment professional for information concerning your specific situation.

Guest

Sylvia Kwan, PhD, CFA, CAIA

Sylvia is the CEO and CIO at Ellevest, an investment firm focused on helping women, their families, and the next generation build and manage wealth. Prior to joining Ellevest, she founded SimplySmart Asset Management and was a founding member of the investments team at Financial Engines.

She is a Director of Exit 182 Group, the investment committee that oversees the endowment of Grinnell College. She also serves on the Board of Lotus Campaign, The Alternative & Direct Investment Securities Association (ADISA), and the UniFi by CAIA Advisory Council. She frequently speaks at industry conferences, specifically on the topics of women and wealth, alternatives, and impact investing.

She earned a BS in applied mathematics and computer science from Brown and a PhD in engineering-economic systems from Stanford. Her doctoral dissertation on investor behavior and social interaction was one of the first in the field of behavioral finance.

https://www.ellevest.com/private-wealth-management/your-team

Guest appearance on:

Navigating the Great Wealth Transfer: Reshaping Wealth Management