When Silicon Valley software pioneers get together with seasoned financial services executives, transformative things happen. Our management team is driven by a desire to build a different kind of investment firm – one that puts our customers at the center of everything we do.
Board of Academic Advisors
The members of our Board of Academic Advisors are world leaders in their fields and bring perspectives from investment strategy, portfolio management and behavioral finance to Personal Capital. Their work has had profound real-world implications, helping millions of Americans reach their retirement goals. We share a goal of devising innovative solutions to help American households with their money.
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.
Board of Directors
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.
Having run the institutional businesses at both Schwab and Fidelity, Charles is a recognized leader in the RIA industry.
Jeremy is a Managing Director at Corsair Capital, focusing on investments on the global financial technology and financial services industries.
Brian is a partner at Venrock, and former product manager on Quicken. Like Steve, Forbes named Brian to its Midas List.
Jim is a General Partner in the VC group at Crosslink and has more than 20 years of experience in tech investment banking.
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.
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.
All of our advisors are licensed investment advisors. You get the advantage of their years of experience investing billions of dollars and building innovative solutions on behalf of high net-worth clients and renowned institutions. They’ve been through bull and bear markets and can help you understand how to navigate both.Meet Our Advisors
We’re dedicated to building the best team possible so our customers get the best service and support in the industry. From Product, Engineering, Advisory, and Marketing to Quality Assurance and Support teams, we focus on the best experience for our software and wealth management services. And we have fun while doing it!