Family Office
Ellevest
Ellevest, founded in 2014 by Sallie Krawcheck, is a US investment adviser headquartered in New York. It focuses on wealth management and financial planning services optimized for women.CIO and CEO Sylvia Kwan, who joined in 2015, oversees the firm’s investment approach. She founded SimplySmart Asset Management in 2010 …
Asset classes & sectors
Alternative InvestmentsCommoditiesFixed incomeHedge FundsInfrastructurePrivate CreditReal Estate
Decision-makers
Sylvia Shiu Han Kwan
CO-CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER
Joseph D Mansueto
EXECUTIVE CHAIRMAN OF THE BOARD
Jack D Wright
CHIEF COMPLIANCE OFFICER
Sallie Lee Krawcheck
SHAREHOLDER (COMMON)
Connie Hsiung
CO-CHIEF EXECUTIVE OFFICER AND CHIEF FINANCIAL OFFICER
Charles Hope Kroll
SHAREHOLDER (COMMON)
Sylvia Kwan
Chief Executive Officer & Chief Investment Officer
Alondra Garcia
Portfolio Manager
Kirsten Runstrom
Senior Investment Associate
David Nguyen
Investment Associate & Senior Private Wealth Analyst
Kristen Goodman
Portfolio Manager
Ann Romano
Wealth & Investment Manager
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