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  • Jay Shah

    Chief Executive Officer

    Jay Shah
  • Mike Armsby

    Chief Financial Officer

    Mike Armsby
  • Michelle Brownstein, CFP®

    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 and
    Chief Compliance Officer

    Allison Amadia
  • Viola Gheorghiu

    Sr. Director of HR and Administrative Operations

    Viola Gheorghiu
  • Porter Gale

    Chief Marketing Officer

    Porter Gale
  • Jim Del Favero

    Chief Product Officer

    Jim Del Favero
  • Margarita Magana

    Controller

    Margarita Magana
  • 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
  • Eric Weiss

    SVP of Growth & Performance Marketing

    Eric Weiss
  • 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
    Personal Capital Cash

    Dan Stampf, 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
  • Kira Wampler

    Product and Marketing Executive

    Kira Wampler

  • Jay Shah

    Chief Executive Officer

    Jay Shah
  • Mike Armsby

    Chief Financial Officer

    Mike Armsby
  • Michelle Brownstein, CFP®

    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 and
    Chief Compliance Officer

    Allison Amadia
  • Viola Gheorghiu

    Sr. Director of HR and Administrative Operations

    Viola Gheorghiu
  • Porter Gale

    Chief Marketing Officer

    Porter Gale
  • Jim Del Favero

    Chief Product Officer

    Jim Del Favero
  • Margarita Magana

    Controller

    Margarita Magana
  • 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
  • Eric Weiss

    SVP of Growth & Performance Marketing

    Eric Weiss
  • 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
    Personal Capital Cash

    Dan Stampf, 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
  • Kira Wampler

    Product and Marketing Executive

    Kira Wampler

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