Episode 8

Sylvia Kwan on the Success of Others

Dec 6, 2020

Jeff Shafer, CEO of CommonGood Capital, speaks with Sylvia Kwan, Chief Investment Officer at Ellevest, the first investing and financial planning firm designed by, for, and with women. Jeff and Sylvia discuss how she went from a computer science major to the investing world, how she changed her focus to the success of others, how she is developing the algorithms that match investor to investment, and more.

A New Lens with CommonGood Capital
A New Lens with CommonGood Capital
#8 - Sylvia Kwan on the Success of Others
/

Guest

Sylvia Kwan
Chief Investment Officer at Ellevest
Sylvia is an experienced investment professional and financial services executive. With broad experience in creating innovative investment offerings, and building successful fintech start-ups, Sylvia is an expert in technology-based solutions that increase efficiency and quality of execution. She also has a deep experience across digital and high net worth investing, with particular interest and expertise in impact investing.

Subscribe

Apple Podcasts

Google Podcasts

Spotify

Stitcher

PocketCasts

RSS Feed

Recent Episodes

#58 – Paulina Stannard on Changing Perspectives

#58 – Paulina Stannard on Changing Perspectives

Jeff Shafer, CEO of CommonGood Capital, is joined by Paulina Stannard, Head of Impact at CI Private Wealth, to chat about how a billionaire client changed her perspective and helped her analytical side and empathetic side combine forces to leverage capital for profit...

read more
REPLAY: The Second Act of Ron Cordes

REPLAY: The Second Act of Ron Cordes

In a replay of our very first episode that you may have missed the first time around - Jeff speaks with Ron Cordes, a 30+ year veteran of the investment industry, co-founder and former CEO of AssetMark, and co-author of “The Art of Investing”. In 2006 Ron launched the...

read more
#57 – Toussaint Bailey on Making Money More

#57 – Toussaint Bailey on Making Money More

Jeff Shafer, CEO of CommonGood Capital, is joined by Toussaint Bailey, Founder and CEO of Uplifting Capital, to chat about how his “super parents” shaped his outlook on life, his career path from lawyer to manager of lawyers to wealth manager to founder and CEO, how...

read more