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Our Story

Each of us has unique hopes and dreams for ourselves and our families, but our complicated financial lives sometimes get in the way. With each new job comes a new 401K. Buying a dream home brings a new loan. Planning for retirement means saving for you and your partner while still making sure there’s money set aside for your children.

Financial success is an important factor in realizing your goals, but the industry you expect to help you manage your finances has capitalized on complexity at your expense.

It’s time someone showed you things more clearly.

Personal Capital reconnects you with all your money and shows you what you need to achieve your goals. With a holistic view of where you stand and an understanding of where you want to be, together we help create a financial plan that evolves with your life.

We’re committed to empowering you with clear information and unconflicted advice, so you can confidently make the best decisions for today, your future, and your legacy.

LEADERSHIP

Jay Shah

Jay Shah

CHIEF EXECUTIVE OFFICER

Jay has over 20 years leadership experience at privately-held and public financial services and technology organizations, over half that time spent building & running consumer-direct FinTech companies like Personal Capital and E-LOAN.

Mike Armsby

Mike Armsby

CHIEF FINANCIAL OFFICER

Mike has over 15 years of experience in financial executive roles in technology, solar, and software companies, including his time as CFO of Yodlee, View, and PowerLight. Mike has also served as a strategy consultant at Bain & Company, and a CPA at PricewaterhouseCoopers.

Allison Amadia

Allison Amadia

GENERAL COUNSEL

Allison Amadia’s latest role in her impressive and diverse 25+ year legal career is as General Counsel and Corporate Secretary of Personal Capital, a leading digital wealth management company transforming financial lives through technology and people, where she oversees the company’s legal and compliance functions.

Mark Goines

Mark Goines

CHIEF STRATEGY OFFICER AND VICE CHAIRMAN

Mark has over 35 years of experience in Financial Services and Technology from Wells Fargo, Charles Schwab, Intuit (TurboTax and Quicken) as well as significant startup success including Mint.com and PassMark Security. Innovation and rapid growth are Mark’s passions.

Paul Bergholm

Paul Bergholm

CHIEF ADMINISTRATIVE OFFICER

Paul has over 20 years helping manage the financial activities of young tech companies, include eBay and Keynote Systems. He served as CFO of PassMark Security and CFO of Taxcient.

Michelle Brownstein, CFP®

Michelle Brownstein, CFP®

VICE PRESIDENT OF PRIVATE CLIENT SERVICES

Michelle is a Certified Financial Planner® with a wide range of Investment Management experience. Prior to Personal Capital, she acted as a relationship manager within Fisher Investments' Private Client Group, serving as the primary point of contact for high net worth investment clients.

Viola Gheorghiu

Viola Gheorghiu

SR. DIRECTOR OF HUMAN RESOURCES AND ADMINISTRATIVE OPERATIONS

Viola has over 20 years managing Legal, Human Resources, and Operations departments in young tech companies, including PassMark Security (acquired by RSA/EMC), Taxcient (acquired by Avalara) and MyVest (acquired by TIAA).

Eric Weiss

Eric Weiss

CHIEF MARKETING OFFICER

Eric brings over 20 years of marketing and management experience to Personal Capital, having worked primarily in high growth cloud services companies. Weiss joined Personal Capital after leading marketing teams at Intermedia, Axcient, GreenRoad and Covad Communications.

Jim Del Favero

Jim Del Favero

CHIEF PRODUCT OFFICER

Jim started his career at Intuit, rapidly climbing the ranks in tech support and running Voice of the Customer. He later led Quicken and Quicken Online as Group Product Manager.

Margarita Magana

Margarita Magana

CONTROLLER

Margarita has over 15 years managing accounting departments in growing tech companies, including PassMark Security (acquired by RSA/EMC), Macromedia (acquired by Adobe), Epicentric (acquired by Vignette) and MyVest (acquired by TIAA).

John L. Castelly

John L. Castelly

CHIEF COMPLIANCE OFFICER

John has a wealth of experience as a trusted advisor, specializing in securities regulation, in both the public and private sectors. He has held senior legal positions at Morgan Stanley and TD Ameritrade and has served as Special Counsel at the US Securities and Exchange Commission.

Maxime Rousseau

Maxime Rousseau

CHIEF INFORMATION SECURITY OFFICER

Maxime Rousseau is a well-rounded and seasoned cybersecurity professional with over 15 years of experience helping technology, financial services and other organizations building and improving their cybersecurity programs as part of PwC's Advisory practice. Maxime also holds a CISSP certification and is active in the information security community.

Fritz Robbins

Fritz Robbins

CHIEF TECHNOLOGY & INFORMATION OFFICER

Fritz has spent his entire career delivering high-volume, secure transactional processing systems for various companies, including Wells Fargo, PassMark Security and others.

Ehsan Lavassani

Ehsan Lavassani

FOUNDING ENGINEER AND CHIEF ENGINEERING OFFICER

Ehsan Lavassani is Personal Capital's Chief Engineering Officer and its first employee. He architected Personal Capital's core systems from the ground up and formed its world-class engineering team. Previously, he was one of the main architects of RSA's Adaptive Authentication system.

Jeff Davis

Jeff Davis

VICE PRESIDENT OF ADVISORY SALES

Jeff was responsible for sales, service, and the training of investment professionals at Fisher Investments, helping it grow to more than 25,000 high net worth clients.

Kyle Ryan, CFP®

Kyle Ryan, CFP®

EVP OF ADVISORY SERVICES

Kyle is responsible for Personal Capital’s Advisory Services. He was named to the 2014 InvestmentNews 40 under 40 list for his contributions to the financial advisory industry. He has previously held senior positions at Merrill Lynch and Fisher Investments.

Craig Birk, CFP®

Craig Birk, CFP®

CHIEF INVESTMENT OFFICER

Craig leads the Personal Capital Advisors Investment Committee, focused on translating improvements in technology into better financial lives. He has been widely quoted in the financial media. Prior to Personal Capital Advisors, he held a senior portfolio management position at Fisher Investments.

Dan Stampf, CFP®

Dan Stampf, CFP®

VICE PRESIDENT OF ADVISORY OPTIMIZATION

Dan has over 20 years of experience serving high net worth clients. He has held a variety of leadership roles at Fisher Investments including: Client Service and Operations, Sales Operations, Corporate Finance and Marketing.


INVESTMENT COMMITTEE

Bill Harris

Bill Harris

FOUNDER AND DIRECTOR

Kyle Ryan, CFP®

Kyle Ryan, CFP®

EVP OF ADVISORY SERVICES

Craig Birk, CFP®

Craig Birk, CFP®

CHIEF INVESTMENT OFFICER


BOARD OF DIRECTORS

Charles Goldman

Charles Goldman

Assetmark

Charles Goldman is the Chairman, Board of Directors for Personal Capital and CEO of Assetmark. Having run the institutional businesses at both Schwab and Fidelity, Charles is a recognized leader in the RIA industry.

Jay Shah

Jay Shah

Jay Shah is the CEO of Personal Capital, and has been with the company for over 7 years. Jay has over 20 years leadership experience with financial services and technology organizations, over half that time spent building & running consumer-direct FinTech companies including Personal Capital and E-LOAN.

Bill Harris

Bill Harris

Bill Harris is the founder of Personal Capital. He has spent 25 years building financial technology, notably serving as CEO of Intuit and PayPal. He is the founder of several financial technology companies and has served on the boards of numerous technology firms.

Steve Harrick

Steve Harrick

Institutional Venture Partners

Steve is a general partner at IVP, with 15 years in tech investing. Forbes named him one of the top 100 venture capitalists.

Paul Desmarais III

Paul Desmarais III

Power Financial Corporation

Paul is Vice President of Power Financial and Power Corporation and currently leads Power Corporation's digital strategy. Paul has deep experience working with early stage fintech companies and also serves as Chairman of Sagard Capital and WealthSimple and Vice-Chairman of Imerys.

Jeff Carney

Jeff Carney

IGM Financial Inc.

Jeff is the President and CEO of IGM Financial Inc. Jeff holds over 25 years of experience at investment management firms and banks across retail and institutional platforms, in both Canada and the US.

Marina Levinson

Marina Levinson

CIO Advisory Group

Marina Levinson brings more than 25 years of leadership experience in technology, cybersecurity and business process transformation, including over 12 years as global CIO of NetApp and Palm. She is currently a partner at Benhamou Global Ventures and founder and CEO of CIO Advisory Group, which provides executive technology advice to C-suite leaders, PE and VC firms, and startups. Ms. Levinson also sits on the board of directors of Ellie Mae (ELLI) and Carbonite (CARB).

Bruce Felt

Bruce Felt

DOMO

Bruce Felt is the Chief Financial Officer of DOMO. Previously, he was the CFO of SuccessFactors, where he guided the company through six acquisitions, a public offering and the sale of the business to SAP. As a member of Personal Capital's Board of Directors, he will chair the Audit Committee. Bruce has 25 years of experience managing financial operations for high-tech companies and as CFO and serves on multiple boards of directors.

Jim Feuille

Jim Feuille

Crosslink Capital

Jim is a General Partner in the Venture Capital Group at Crosslink Capital and has more than 35 years of capital markets and investment experience including 16 years in venture capital.

Brian Ascher

Brian Ascher

Venrock

Brian is a partner at Venrock, and former product manager on Quicken. Like Steve, Forbes named Brian to its Midas List.

Jeremy Schein

Jeremy Schein

Corsair Capital

Jeremy is a Managing Director at Corsair Capital, focusing on investments on the global financial technology and financial services industries.


BOARD OF ADVISORS

Harry Markowitz

Harry Markowitz

PORTFOLIO STRATEGY EXPERT

Harry Markowitz is an economist, and a recipient of the 1989 John von Neumann Theory Prize and the 1990 Nobel Memorial Prize in Economic Sciences. He is known as the "Father of Modern Portfolio Theory" for his pioneering work in portfolio construction. Markowitz received a Ph.D. from the University of Chicago and is currently a professor of finance at the Rady School of Management at the University of California, San Diego. Markowitz’s Modern Portfolio Theory is central to the design of Personal Capital portfolios.

Shlomo Benartzi

Shlomo Benartzi

BEHAVIORAL FINANCE EXPERT

Shlomo Benartzi is a world-renowned behavioral economist, interested in combining the insights of psychology and economics. He collaborated with Richard Thaler of the University of Chicago to pioneer the Save More Tomorrow™ program, a behavioral prescription designed to help employees increase their retirement savings rates gradually over time. He received a Ph.D. from Cornell University, and is currently a Professor and co-chair of the Behavioral Decision-Making Group at UCLA Anderson School of Management. Benartzi’s most recent book, The Smarter Screen: Surprising Ways to Influence and Improve Online Behavior, features the Personal Capital app as a way to develop better savings habits. His website is www.shlomobenartzi.com.

Luis Aguilar

Luis Aguilar

FORMERLY WITH THE SECURITIES AND EXCHANGE COMMISSION

Luis is a consumer advocate and former commissioner of the Securities and Exchange Commission with over 35 years of experience in business, law and compliance. Mr. Aguilar was appointed to be an SEC Commissioner by President George W. Bush in 2008. He was reappointed by President Barack Obama in 2011 and served in that capacity until December 2015. Aguilar is a major advocate for consumer and minority rights, with honors for his leadership of Hispanic and African American rights, including his sponsorship of the SEC’s Hispanic Employment Committee and African American Counsel.

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