Elected 2010
Ms. Kwan is currently Chief Investment Officer of SimplySmart Asset Management, a firm she co-founded in 2010 to provide individual investors with smart, straightforward, and accountable global investment solutions at low cost. Prior to founding SimplySmart, she served as Principal and Chief Investment Officer for Structural Wealth, a financial services firm offering wealth management services to high net worth individuals. She was also Vice President of Portfolio Management at Financial Engines, where she oversaw the management of $14B in assets spanning over 200,000 individual accounts. Her financial services experience also includes portfolio management positions at Charles Schwab Investment Management, where she was director of equity quantitative research, and at the Boston Company, where she managed over $500 million in institutional fixed-income assets. She is a Chartered Financial Analyst, and received her Ph.D. in Engineering-Economic Systems from Stanford University and her B.S. in Applied Mathematics and Computer Science from Brown University.
