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In this episode:
What does the world look like when women control more wealth than ever before? In part two of our conversation with Sylvia Kwan, CEO and chief investment officer of Ellevest, we discuss the “feminization of wealth” and why many companies are unprepared for this shift.
Kwan makes the case that financial power isn't just for the wealthy: every woman with capital, no matter how small the sum, has the power to create change.
How the Great Wealth Transfer is driving the feminization of wealth
Why women invest differently and what that means for society
How Ellevest is preparing for a “seismic shift” in spending and investment
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Sylvia Kwan is the CEO and Chief Investment Officer of Ellevest, a women-founded and women-led financial services firm dedicated to closing the gender wealth gap. Prior to Ellevest, she founded SimplySmart Asset Management and held senior portfolio management positions at Financial Engines and Charles Schwab. A Chartered Financial Analyst with more than 30 years of industry experience, Sylvia serves on the Board of Exit 182, the investment committee that oversees the endowment of Grinnell College.
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