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Our Story

What We Offer

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.

  • Jay Shah

    Chief Executive Officer

    Jay Shah
  • Mike Armsby

    Chief Financial Officer

    Mike Armsby
  • Michelle Brownstein

    Vice President of Private Client Services

    Michelle Brownstein
  • Mark Goines

    Chief Strategy Officer and Vice Chairman

    Mark Goines
  • Paul Bergholm

    Chief Administrative Officer

    Paul Bergholm
  • Allison Amadia

    General Counsel

    Allison Amadia
  • Viola Gheorghiu

    Sr. Director of HR and Administrative Operations

    Viola Gheorghiu
  • Eric Weiss

    Chief Marketing Officer

    Eric Weiss
  • Jim Del Favero

    Chief Product Officer

    Jim Del Favero
  • Margarita Magana

    Controller

    Margarita Magana
  • John L. Castelly

    Chief Compliance Officer

    John L. Castelly
  • Maxime Rousseau

    Chief Information Security Officer

    Maxime Rousseau
  • Fritz Robbins

    Chief Technology & Information Officer

    Fritz Robbins
  • Ehsan Lavassani

    Founding Engineer and Chief Engineering Officer

    Ehsan Lavassani
  • Jeff Davis

    Vice President of Advisory Sales

    Jeff Davis
  • Kyle Ryan, CFP®

    EVP of Advisory Services

    Kyle Ryan, CFP®
  • Craig Birk, CFP®

    Chief Investment Officer

    Craig Birk, CFP®
  • Dan Stampf, CFP®

    Vice President of Advisory Optimization

    Dan Stampf, CFP®
  • Bill Harris

    Founder and Director

    Bill Harris
  • Craig Birk, CFP®

    Chief Investment Officer

    Craig Birk, CFP®
  • Kyle Ryan, CFP®

    EVP of Advisory Services

    Kyle Ryan, CFP®
  • Charles Goldman

    CEO of Assetmark

    Charles Goldman
  • Jay Shah

    Chief Executive Officer

    Jay Shah
  • Bill Harris

    Founder and Director

    Bill Harris
  • Steve Harrick

    General Partner at IVP

    Steve Harrick
  • Paul Desmarais III

    Vice President of Power Financial

    Paul Desmarais III
  • Jeffrey Carney

    CEO of IGM

    Jeffrey Carney
  • Marina Levinson

    Founder and CEO, CIO Advisory Group

    Marina Levinson
  • Bruce Felt

    CFO of DOMO

    Bruce Felt
  • James Feuille

    General Partner in the Venture Capital Group

    James Feuille
  • Brian Ascher

    Partner at Venrock

    Brian Ascher
  • Jeremy Schein

    Managing Director at Corsair Capital

    Jeremy Schein
  • Harry Markowitz

    Portfolio Strategy Expert

    Harry Markowitz
  • Shlomo Benartzi

    Behavioral Finance Expert

    Shlomo Benartzi
  • Luis Aguilar

    Formerly with the Securities and Exchange Commission

    Luis Aguilar
  • Jay Shah

    Chief Executive Officer

    Jay Shah
  • Mike Armsby

    Chief Financial Officer

    Mike Armsby
  • Michelle Brownstein

    Vice President of Private Client Services

    Michelle Brownstein
  • Mark Goines

    Chief Strategy Officer and Vice Chairman

    Mark Goines
  • Paul Bergholm

    Chief Administrative Officer

    Paul Bergholm
  • Allison Amadia

    General Counsel

    Allison Amadia
  • Viola Gheorghiu

    Sr. Director of HR and Administrative Operations

    Viola Gheorghiu
  • Eric Weiss

    Chief Marketing Officer

    Eric Weiss
  • Jim Del Favero

    Chief Product Officer

    Jim Del Favero
  • Margarita Magana

    Controller

    Margarita Magana
  • John L. Castelly

    Chief Compliance Officer

    John L. Castelly
  • Maxime Rousseau

    Chief Information Security Officer

    Maxime Rousseau
  • Fritz Robbins

    Chief Technology & Information Officer

    Fritz Robbins
  • Ehsan Lavassani

    Founding Engineer and Chief Engineering Officer

    Ehsan Lavassani
  • Jeff Davis

    Vice President of Advisory Sales

    Jeff Davis
  • Kyle Ryan, CFP®

    EVP of Advisory Services

    Kyle Ryan, CFP®
  • Craig Birk, CFP®

    Chief Investment Officer

    Craig Birk, CFP®
  • Dan Stampf, CFP®

    Vice President of Advisory Optimization

    Dan Stampf, CFP®
  • Bill Harris

    Founder and Director

    Bill Harris
  • Craig Birk, CFP®

    Chief Investment Officer

    Craig Birk, CFP®
  • Kyle Ryan, CFP®

    EVP of Advisory Services

    Kyle Ryan, CFP®
  • Charles Goldman

    CEO of Assetmark

    Charles Goldman
  • Jay Shah

    Chief Executive Officer

    Jay Shah
  • Bill Harris

    Founder and Director

    Bill Harris
  • Steve Harrick

    General Partner at IVP

    Steve Harrick
  • Paul Desmarais III

    Vice President of Power Financial

    Paul Desmarais III
  • Jeffrey Carney

    CEO of IGM

    Jeffrey Carney
  • Marina Levinson

    Founder and CEO, CIO Advisory Group

    Marina Levinson
  • Bruce Felt

    CFO of DOMO

    Bruce Felt
  • James Feuille

    General Partner in the Venture Capital Group

    James Feuille
  • Brian Ascher

    Partner at Venrock

    Brian Ascher
  • Jeremy Schein

    Managing Director at Corsair Capital

    Jeremy Schein
  • Harry Markowitz

    Portfolio Strategy Expert

    Harry Markowitz
  • Shlomo Benartzi

    Behavioral Finance Expert

    Shlomo Benartzi
  • Luis Aguilar

    Formerly with the Securities and Exchange Commission

    Luis Aguilar

Transforming financial lives

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