As co-founders of SimplySmart Asset Management, we share a vision of providing individual investors with smart, straightforward, and accountable global investment portfolios at low cost. We invest our personal portfolios in the SimplySmart strategy — just as we do for our clients.

Sylvia S. Kwan, Ph.D., CFA
Investments and Administration

Sylvia leads all investment, operations, compliance, and administrative functions. Previously, Sylvia held senior investment management positions at Financial Engines (currently Edelman Financial Engines), Charles Schwab, and The Boston Company. She currently also serves as CEO and Chief Investment Officer at Ellevest, an SEC registered investment advisory firm focused on serving women.

Sylvia received her Ph.D. in Engineering-Economic Systems from Stanford University and her B.S. in Applied Mathematics and Computer Science from Brown University. Sylvia is also a member of Exit 182 Group, LLC of Grinnell College where she shares responsibility for fiduciary oversight of the College’s endowment. She serves on the Board of ADISA (Alternative and Direct Investment Securities Association), the Board of Lotus Campaign, a non- profit solving homelessness; and the Advisory Council of CAIA.nxt™, a micro credential and certificate educational program designed for advisors and private wealth managers.

William P. Deegan
Technology and Security

William is responsible for the firm’s technology and software development functions, as well as the security and integrity of client and financial data. William has over 35 years of experience in software development, web infrastructure, IT, and configuration management, and is the founder of Bad Dog Consulting. William's experience also includes senior engineering positions at iEscrow, Cadence Design Systems, Ambit, and Digital Equipment Corporation.

William received his B.S. in Computer Engineering from Rochester Institute of Technology. He is a frequent contributor to several open source projects in the areas of Configuration Management and Software Build Tools.