Sylvia S Kwan CFA CAIA
About
Sylvia S Kwan CFA CAIA is from San Francisco Bay Area. Sylvia is currently Chief Executive Officer at Ellevest, located in New York City Metropolitan Area. Sylvia also works as Founder and Chief Investment Officer at SimplySmart Asset Management, Inc., a job Sylvia has held since Jan 2010. In Sylvia's previous role as a Chief Investment Officer at Ellevest, Sylvia worked in New York City Metropolitan Area until Jun 2026. Prior to joining Ellevest, Sylvia was a Director, Exit 182 Group, LLC at Grinnell College and held the position of Director, Exit 182 Group, LLC at Grinnell, IA. Prior to that, Sylvia was a Principal, Chief Investment Officer at Structural Wealth Management LLC from Aug 2008 to May 2009. Sylvia started working as Vice President, Portfolio Management at Financial Engines in Oct 1997. From Jan 1996 to Jan 1997, Sylvia was Director of Equity Quantitative Research and Portfolio Manager at Charles Schwab. Prior to that, Sylvia was a Research Consultant at Independent Consultant from Jan 1992 to Jan 1995. Sylvia started working as Portfolio Manager at The Boston Company in Jan 1985.
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Sylvia S Kwan CFA CAIA's current jobs
Redefining investing for women.
SimplySmart Asset Management was founded with the vision of providing individual investors with smart, straightforward, and accountable global investment portfolios at low cost.
Sylvia S Kwan CFA CAIA's past jobs
Shared oversight of $3B+ endowment supporting the operations of Grinnell College.
Responsible for developing and documenting financial logic to automate and scale all aspects of firm’s wealth management services for high net worth individuals.
Responsible for managing over $14 billion in defined contribution assets for nearly 200,000 individual retirement accounts, using highly quantitative methods. Developed highly scalable processes for validating investment outputs and managing fiduciary risk. Built and managed team of seven highly skilled professionals. Led complex finance methodology discussions with Investment Committees at Fortune 500 companies, investment consultants, and ERISA counsel. Critical to supporting sales teams in winning new business. Developed innovative solutions to handle unique investment complexities on advisory platform. As member of Investment Committee, set and developed investment policies and resolved issues of a fiduciary nature.
Researched, developed, and evaluated quantitatively-oriented investment strategies for potential mutual fund and 401(k) plan products, including domestic equity, emerging market index, and equity-linked fixed income strategies.
Provided research assistance to Professors Darrell Duffie, Joseph Grundfest and William Sharpe at Stanford University. Analyzed US Treasury yield curve and trading activity over historical six-month period to assist legal counsel representing hedge fund in major securities litigation case. Modified and applied pricing algorithm to determine theoretical yields for US Treasuries. Simulated hypothetical trading strategies to to determine monetary damages.
Managed over $500 million in pension and institutional fixed-income funds, using highly structured and systematic investment methods. Consistently exceeded performance objectives during periods of extreme interest rate volatility.