Ellevest CEO Sylvia Kwan has a striking statistic she uses to explain why the company was founded: in a survey of asset managers by BNY Mellon Investment Management, 86% said their default customer is a man.
In this episode, the first of a two-part conversation, Sylvia Kwan shares why Ellevest is on a mission to close the gender investing gap and why it may be just as important as the gender pay gap.
We discuss:
Why the gender investing gap exists and how it contributes to the wealth gap
What Ellevest discovered about women’s attitudes towards risk
Sylvia's surprising route to becoming chief investment officer and then CEO
How Ellevest is breaking down the barriers that keep women from investing
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About Sylvia Kwan
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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