Daily Capital

Announcing Exciting Changes to Our Investment Committee and Team of Experts

Today, we are excited to announce that we’ve expanded our Investment Committee and added to our Team of Experts.

Since launch, the Investment Committee has consisted of Bill Harris, Kyle Ryan and myself. This structure has served us and our clients well. However, with growth comes opportunity. We now have the chance to diversify and broaden the team, enhance our client experience, and deliver more value.

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By adding members with deep industry experience and close proximity to our clients, we will have greater strength and be more personal. Please note each of the new members are employees of Personal Capital, fully committed to our success. While they will bring valuable new perspectives, our investment approach will remain consistent. Kyle and I remain on the Investment Committee. Bill Harris will continue to contribute through a transition to our Team of Experts.

Please join me in welcoming our new Investment Committee members:

Team of Experts

In addition to these changes, we are thrilled to announce Karen Schaeffer, CFP® has joined our Team of Experts.

Karen is the former Chair of the CFP® Board. She has been directly advising individuals for over thirty years and shares a passion for financial planning. She is widely respected in the industry and is often quoted in major financial media. Karen chose to join us primarily because she recognizes that we are playing a significant role in driving the evolution of planning. She will work with Advisory, Product and Portfolio Management to help us deliver greater impact to clients and Dashboard users.

Please join us in welcoming Karen to our team of experts, and the new members of our investment committee.

The content contained in this blog post is intended for general informational purposes only and is not meant to constitute legal, tax, accounting or investment advice. You should consult a qualified legal or tax professional regarding your specific situation. Keep in mind that investing involves risk. The value of your investment will fluctuate over time and you may gain or lose money.

Any reference to the advisory services refers to Personal Capital Advisors Corporation, a subsidiary of Personal Capital. Personal Capital Advisors Corporation is an investment adviser registered with the Securities and Exchange Commission (SEC). Registration does not imply a certain level of skill or training nor does it imply endorsement by the SEC.

Craig Birk, CFP®
Craig Birk leads the Personal Capital Advisors Investment Committee and serves as Chief Investment Officer. His focus is translating improvements in technology into better financial lives. Craig has been widely quoted in the Wall Street Journal, Bloomberg, CNN Money, the Washington Post and elsewhere. Prior to Personal Capital Advisors, he was a leader within the portfolio management team at Fisher Investments, helping assets under management grow from $1.5 billion to over $40 billion. Craig graduated from the University of California at San Diego and has earned the Certified Financial Planner® designation.
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