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.

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:

• Michelle Brownstein, CFP®
• James Burton, MBA, CFP®
• Lacey Cobb, CFA, CFP®
• Amin Dabit, CFP®
• Brendan Erne, CFA, CSRIC

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.