Post by Chief

Dr. Sylvia S. Kwan, CFA, CAIA is redefining financial success for women. As CEO of Ellevest, Kwan is pushing the financial services industry beyond returns toward something she calls wealthcare, an approach to wealth management built around the way women actually live. Her argument is pointed: traditional wealth management was designed around men's lives, which tend to follow a more linear trajectory. Women's lives are cyclical and non-linear — shaped by caregiving breaks, longer lifespans, higher healthcare costs, and priorities that shift over time.   A financial plan that ignores all of that isn't just incomplete. It's the wrong product. Ellevest, a longtime partner of Chief, offers members a personal consultation with an Ellevest financial expert and 10% off their advisory fee. Members, explore this perk and more in the Chief App.