O U R S T A F F
Kiwan Renee Gore - Co-Founder and Investment Educator
Kiwan continues her Wall Street career as an Investment Educator. She presents investment education that breaks down the complexities of Wall Street into logical, livable practices in order for people to comprehend and distinguish themselves as investors. Kiwan’s industry experience includes over 23 years of portfolio operations, management, trading and sales with a degree in Business and Finance.
Alice Brown Williams - Mentor and Investment Professional (Retired)
Alice Brown-Williams career began in Chicago in the late 50’s. She joined a women’s investment firm in 1960 while going to college, and worked as an accountant, educator, trader, cashier, manager, and Financial Consultant in investments and insurance for 16 years. Alice became a Registered Principal in 1970 holding three investment licenses. In fact, her overall 43 year Wall Street career reflects a good portion of how Wall Street operates today. Alice and Kiwan worked together at Charles Schwab & Co. Alice has been a mentor to Kiwan for over 20 years. She continues to mentor Kiwan at Evelyn & Company, and is a key representation that Kiwan tries to follow.