Icon Close Icon Close check-mark black-lock

Our Mission

We transform financial lives through technology and people.

We've built our business around you. Our goal is to give you a better, more logical and personal way to invest and manage your money.

Meet Our Leadership

Our team is dedicated to help clients like you meet their financial goals.

  • Jay Shah

    Jay Shah

    President

  • Allison Amadia

    Allison Amadia

    General Counsel, Chief Compliance Officer, and Head of Human Resources

  • Craig Birk, CFP<sup>®</sup>

    Craig Birk, CFP®

    Chief Investment Officer

  • James Burton

    James Burton

    Chief Marketing Officer

  • Vince Maniago

    Vince Maniago

    Chief Product Officer

  • Mark Goines

    Mark Goines

    Advisor

  • Fritz Robbins

    Fritz Robbins

    Chief Technology & Information Officer

  • Kyle Ryan, CFP<sup>®</sup>

    Kyle Ryan, CFP®

    EVP of Advisory Services

  • Dan Stampf, CFP<sup>®</sup>

    Dan Stampf, CFP®

    Vice President of
    Personal Capital Cash

  • Ed Murphy

    Ed Murphy

    President and Chief Executive Officer, Empower Retirement

  • Allison Amadia

    Allison Amadia

    General Counsel, Chief Compliance Officer, and Head of Human Resources, Personal Capital

  • James Burton

    James Burton

    Chief Marketing Officer, Personal Capital

  • Christine Moritz

    Christine Moritz

    Senior Vice President, Chief Financial Officer, Empower Retirement

  • Suzanne Sanchez

    Suzanne Sanchez

    Chief Human Resources Officer, Empower Retirement

  • Jay Shah

    Jay Shah

    President, Personal Capital

  • Carol Waddell

    Carol Waddell

    Executive Vice President, Empower Retirement Solutions Group

  • Harry Markowitz, PhD

    Harry Markowitz, PhD

    Portfolio Strategy Expert

  • Bill Harris

    Bill Harris

    Founder of Personal Capital

  • Karen Schaeffer, CFP®

    Karen Schaeffer, CFP®

    Former Chair of the CFP® Board

  • Luis Aguilar

    Luis Aguilar

    Formerly with the Securities and Exchange Commission

  • Mark Goines

    Mark Goines

    Fintech Innovator and Investor

  • John Powers

    John Powers

    In Memoriam: Former Head of the Stanford University Endowment


  • Jay Shah

    Jay Shah

    President

  • Allison Amadia

    Allison Amadia

    General Counsel, Chief Compliance Officer, and Head of Human Resources

  • Craig Birk, CFP<sup>®</sup>

    Craig Birk, CFP®

    Chief Investment Officer

  • James Burton

    James Burton

    Chief Marketing Officer

  • Vince Maniago

    Vince Maniago

    Chief Product Officer

  • Mark Goines

    Mark Goines

    Advisor

  • Fritz Robbins

    Fritz Robbins

    Chief Technology & Information Officer

  • Kyle Ryan, CFP<sup>®</sup>

    Kyle Ryan, CFP®

    EVP of Advisory Services

  • Dan Stampf, CFP<sup>®</sup>

    Dan Stampf, CFP®

    Vice President of
    Personal Capital Cash

  • Ed Murphy

    Ed Murphy

    President and Chief Executive Officer, Empower Retirement

  • Allison Amadia

    Allison Amadia

    General Counsel, Chief Compliance Officer, and Head of Human Resources, Personal Capital

  • James Burton

    James Burton

    Chief Marketing Officer, Personal Capital

  • Christine Moritz

    Christine Moritz

    Senior Vice President, Chief Financial Officer, Empower Retirement

  • Suzanne Sanchez

    Suzanne Sanchez

    Chief Human Resources Officer, Empower Retirement

  • Jay Shah

    Jay Shah

    President, Personal Capital

  • Carol Waddell

    Carol Waddell

    Executive Vice President, Empower Retirement Solutions Group

  • Harry Markowitz, PhD

    Harry Markowitz, PhD

    Portfolio Strategy Expert

  • Bill Harris

    Bill Harris

    Founder of Personal Capital

  • Karen Schaeffer, CFP®

    Karen Schaeffer, CFP®

    Former Chair of the CFP® Board

  • Luis Aguilar

    Luis Aguilar

    Formerly with the Securities and Exchange Commission

  • Mark Goines

    Mark Goines

    Fintech Innovator and Investor

  • John Powers

    John Powers

    In Memoriam: Former Head of the Stanford University Endowment

Transforming
Financial Lives

Transforming
Financial Lives

$23.2 Billion


Over $23.2B assets under
management

As of 3/31/22

31,800+


Investment Clients in
All 50 States

As of 3/31/22

3.3+ Million


Planning Their
Financial Lives

As of 3/31/22

Our clients are our top priority.

Empower and Personal Capital Advisors Corporation serve a combined 12 million individuals1, for whom
we collectively hold over $1 trillion2,3 in assets. The combination of the Empower Retirement individual investor business
with the Personal Capital platform will create new opportunities for our clients, thanks to new integrated, cutting-edge
offerings and tools. Learn more about Empower Retirement and everything we do for our clients today.

Creating a workplace
that reflects society.

Our goal is to build a more diverse, inclusive, and
accessible company that better represents our clients
and communities. Learn more about our efforts.

Disclosures

1 - As of February 2021.

2 - Estimated joint assets under administration of Empower Retirement and MassMutual.

3 - As of December 31, 2020. Information refers to the business of Great-West Life & Annuity Insurance Company and its subsidiaries, including Great-West Life & Annuity Insurance Company of New York and GWFS Equities, Inc. GWLA’s consolidated total assets under administration (AUA) were $971.6B. AUA is a non-GAAP measure and does not reflect the financial stability or strength of a company. GWLA’s statutory assets total $75.1B and liabilities total $72.9B. GWLANY statutory assets total $3.6B and liabilities total $3.4B.

Personal Capital Advisors Corporation ("PCAC") compensates ("Company") for new leads. ("Company") is not an investment client of PCAC.

["Author"] has entered into an agreement with Personal Capital Corporation ("Personal Capital"), through which Author will be paid up to $200 for each person who uses webpage to register with Personal Capital and links at least $100,000 in investable assets to Personal Capital's Free Financial Dashboard.  The “Author”, due to such compensation, has an incentive to recommend Personal Capital, resulting in a material conflict of interest. Author is not affiliated with Personal Capital and Author's services consist solely of referrals of prospective clients. As a result of this arrangement Author may financially benefit from referring qualified leads to Personal Capital. No fees or other amounts will be charged to investors by Author or Personal Capital as a result of the arrangement. Investors that are referred by Author to Personal Capital and subscribe for investment advisory services provided by Personal Capital’s subsidiary, Personal Capital Advisors Corporation (“PCAC”), will not pay increased management fees or other similar compensation to Author, Personal Capital or PCAC as a result of the arrangement. This  agreement with Author does not imply a sponsorship, endorsement, approval, investigation, verification, or monitoring by PCAC of the contents of the Author's website. Personal Capital is not responsible for the content of any website owned by a third party that may be linked to Personal Capital's website regardless of whether the link is provided by PCAC or a third party. Personal Capital does not prepare or maintain, has not and will not review or update, and does not guarantee the accuracy, timeliness, completeness, suitability, reliability, or usefulness of any information contained on a linked third-party website.

Advisory services are offered for a fee by PCAC, a wholly owned subsidiary of PCC, an Empower company. PCAC is a registered investment adviser with the Securities Exchange Commission ("SEC"). SEC registration does not imply a certain level of skill or training. Past performance is not a guarantee of future return. Investing involves risk. Personal Capital and the Personal Capital logo are trademarks of PCC. All other trademarks, trade names, or service marks used or mentioned belong to their respective owners.