• Jay Shah

    Jay Shah

    Chief Executive Officer

  • Allison Amadia

    Allison Amadia

    General Counsel and
    Chief Compliance Officer

  • Mike Armsby

    Mike Armsby

    Chief Financial Officer

  • Paul Bergholm

    Paul Bergholm

    Chief Administrative Officer

  • Craig Birk, CFP®

    Craig Birk, CFP®

    Chief Investment Officer

  • James Burton

    James Burton

    Chief Growth Officer

  • Porter Gale

    Porter Gale

    Chief Marketing Officer

  • Mark Goines

    Mark Goines

    Chief Strategy Officer and Vice Chairman

  • Jim Del Favero

    Jim Del Favero

    Chief Product Officer

  • Ehsan Lavassani

    Ehsan Lavassani

    Founding Engineer and Chief Engineering Officer

  • Margarita Magana

    Margarita Magana

    Controller

  • Fritz Robbins

    Fritz Robbins

    Chief Technology & Information Officer

  • Maxime Rousseau

    Maxime Rousseau

    Chief Information Security Officer

  • Kyle Ryan, CFP®

    Kyle Ryan, CFP®

    EVP of Advisory Services

  • Michelle Brownstein

    Michelle Brownstein, CFP®

    Vice President of Private Client Services

  • Jeff Davis

    Jeff Davis

    Vice President of Advisory Sales

  • Viola Gheorghiu

    Viola Gheorghiu

    Sr. Director of HR and Administrative Operations

  • Dan Stampf, CFP®

    Dan Stampf, CFP®

    Vice President of
    Personal Capital Cash

  • Eric Weiss

    Eric Weiss

    SVP of Growth & Performance Marketing

  • Charles Goldman

    Charles Goldman

    CEO of Assetmark

  • Jay Shah

    Jay Shah

    Chief Executive Officer

  • Bill Harris

    Bill Harris

    Founder and Director

  • Steve Harrick

    Steve Harrick

    General Partner at IVP

  • Paul Desmarais III

    Paul Desmarais III

    Vice President of Power Financial

  • Jeffrey Carney

    Jeffrey Carney

    CEO of IGM

  • Marina Levinson

    Marina Levinson

    Founder and CEO,
    CIO Advisory Group

  • Bruce Felt

    Bruce Felt

    CFO of DOMO

  • James Feuille

    James Feuille

    General Partner in the Venture Capital Group

  • Brian Ascher

    Brian Ascher

    Partner at Venrock

  • Jeremy Schein

    Jeremy Schein

    Managing Director at Corsair Capital

  • Kira Wampler

    Kira Wampler

    Product and Marketing Executive


  • Jay Shah

    Jay Shah

    Chief Executive Officer

  • Allison Amadia

    Allison Amadia

    General Counsel and
    Chief Compliance Officer

  • Mike Armsby

    Mike Armsby

    Chief Financial Officer

  • Paul Bergholm

    Paul Bergholm

    Chief Administrative Officer

  • Craig Birk, CFP®

    Craig Birk, CFP®

    Chief Investment Officer

  • James Burton

    James Burton

    Chief Growth Officer

  • Porter Gale

    Porter Gale

    Chief Marketing Officer

  • Mark Goines

    Mark Goines

    Chief Strategy Officer and Vice Chairman

  • Jim Del Favero

    Jim Del Favero

    Chief Product Officer

  • Ehsan Lavassani

    Ehsan Lavassani

    Founding Engineer and Chief Engineering Officer

  • Margarita Magana

    Margarita Magana

    Controller

  • Fritz Robbins

    Fritz Robbins

    Chief Technology & Information Officer

  • Maxime Rousseau

    Maxime Rousseau

    Chief Information Security Officer

  • Kyle Ryan, CFP®

    Kyle Ryan, CFP®

    EVP of Advisory Services

  • Michelle Brownstein

    Michelle Brownstein, CFP®

    Vice President of Private Client Services

  • Jeff Davis

    Jeff Davis

    Vice President of Advisory Sales

  • Viola Gheorghiu

    Viola Gheorghiu

    Sr. Director of HR and Administrative Operations

  • Dan Stampf, CFP®

    Dan Stampf, CFP®

    Vice President of
    Personal Capital Cash

  • Eric Weiss

    Eric Weiss

    SVP of Growth & Performance Marketing

  • Charles Goldman

    Charles Goldman

    CEO of Assetmark

  • Jay Shah

    Jay Shah

    Chief Executive Officer

  • Bill Harris

    Bill Harris

    Founder and Director

  • Steve Harrick

    Steve Harrick

    General Partner at IVP

  • Paul Desmarais III

    Paul Desmarais III

    Vice President of Power Financial

  • Jeffrey Carney

    Jeffrey Carney

    CEO of IGM

  • Marina Levinson

    Marina Levinson

    Founder and CEO,
    CIO Advisory Group

  • Bruce Felt

    Bruce Felt

    CFO of DOMO

  • James Feuille

    James Feuille

    General Partner in the Venture Capital Group

  • Brian Ascher

    Brian Ascher

    Partner at Venrock

  • Jeremy Schein

    Jeremy Schein

    Managing Director at Corsair Capital

  • Kira Wampler

    Kira Wampler

    Product and Marketing Executive

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