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Executive Team

  • Jay Shah

    Jay Shah

    President

    Jay, as founding executive member and current President of Personal Capital, shaped the pioneering digital wealth management company into what it is today. With more than 20 years of experience scaling businesses with technology and data, he has grown Personal Capital from a Silicon Valley startup to a tech-enabled advisory business managing more than $10 billion in assets.

    Prior to joining Personal Capital, Jay served as CIO of E-LOAN, Inc., a multi-billion dollar consumer lending platform, where he facilitated the company’s acquisition by Banco Popular and led the build-out of the consumer-direct banking platform. Earlier in his career, he served as CTO and CIO at Myers Internet, a B2B SaaS enterprise platform for mortgage and real estate companies, and as Director of Technology, National Risk Management Services at PwC, where he created a strategic software practice for the firm’s emerging consulting businesses.

    Jay currently serves as a director on the board of Personal Capital Corporation, and was Chairman of the Technical Advisory Board at Ellie Mae from 2014 to 2018. Shah earned his B.A. in Business Economics from UC Santa Barbara with a concentration in accounting.

  • Allison Amadia

    Allison Amadia

    General Counsel and Chief Compliance Officer

    Allison’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.

    Before taking in-house roles as General Counsel and Chief Compliance Officer at Extreme Networks and, more recently, Handle Financial Inc., Allison successfully founded and managed a consulting firm representing public and private technology companies.

    Allison is a former teacher at University of Santa Clara School of Law where she lectured for several years on Technology Licensing, including source code, SaaS, cloud, and other complex licensing strategies. Allison also participates in panel discussions on a range of topics including business acumen for lawyers, complex technology transactions, IP protection, information security, privacy and compliance, women’s leadership. She also currently serves as Vice Chair of the Dean’s Advisory Council for the College of Letters & Science, UC Davis.

  • 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.

  • 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.

  • James Burton

    James Burton

    Chief Growth Officer

    James is Personal Capital's Chief Growth Officer. Prior to joining Personal Capital, James was Executive Vice President and Chief Marketing Officer at Fidelity Investments where he was responsible for the company’s retail customer acquisition, customer strategy and personal retirement account business, along with advertising programs, thought leadership, and communications. Prior to that role, James served as President of Fidelity Brokerage Services LLC where he led the company’s retail brokerage and cash management services. Before his decade-long tenure at Fidelity, James spent eight years at Charles Schwab where he developed investment research and fee-based product capabilities as Senior Vice President of Advised Investing Products.

    James earned first-class honours in classics and philosophy from Oxford University and an MBA with distinction from INSEAD in Fontainebleau, France.

  • 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.

  • Porter Gale

    Porter Gale

    Chief Marketing Officer

    Porter is an entrepreneurial executive with more than 25 years of experience in marketing, advertising, and building businesses. Most recently, Porter was Marketing General Manager and interim CMO at AI-driven enterprise technology company, Globality, a company she helped build and grow. Prior to Globality, Porter served as VP of Marketing for Virgin America reporting directly to the CEO, where she worked as part of the executive team that built the direction of the airline and defined and implemented the brand and customer experience the airline is known for. In addition to setting marketing strategy and overseeing all advertising, media, and creative development in her time there, she also managed the Brand & Digital, Loyalty, and In-flight Content teams.

    Porter is a marketing powerhouse who has been recognized across the industry as a marketing leader by organizations such as The Advertising Women of New York and publications such as AdAge and iMedia. She has also advised more than 20 businesses across consumer, fintech, mobile gaming, and adtech industries, eight of which she saw through successful exits.

  • 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.

  • Fritz Robbins

    Fritz Robbins

    Chief Technology & Information Officer

    Fritz has built and delivered high-volume, secure, financial systems to millions of customers during his 20+ years in fintech. Since starting with Personal Capital on the ground floor in 2010, he has defined the platforms and led the technology teams that power our award-winning financial tools and wealth management services.

  • 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.

  • Dan Stampf, CFP®

    Dan Stampf, CFP®

    Vice President of Personal Capital Cash

    Dan has 25 years of experience in high net worth client service and business operations. He has held a variety of leadership roles at Personal Capital and Fisher Investments including Client Service and Operations, Sales Operations, Corporate Finance, Marketing, and Voice of the Customer.

  • Eric Weiss

    Eric Weiss

    SVP of Growth & Performance Marketing

    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.

Investment Committee

  • 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.

  • Michelle Brownstein

    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.

  • James Burton

    James Burton, CFP®

    Chief Growth Officer

    James is Personal Capital's Chief Growth Officer. Prior to joining Personal Capital, James was Executive Vice President and Chief Marketing Officer at Fidelity Investments where he was responsible for the company’s retail customer acquisition, customer strategy and personal retirement account business, along with advertising programs, thought leadership, and communications. Prior to that role, James served as President of Fidelity Brokerage Services LLC where he led the company’s retail brokerage and cash management services. Before his decade-long tenure at Fidelity, James spent eight years at Charles Schwab where he developed investment research and fee-based product capabilities as Senior Vice President of Advised Investing Products.

    James earned first-class honours in classics and philosophy from Oxford University and an MBA with distinction from INSEAD in Fontainebleau, France.

  • Lacey Cobb

    Lacey Cobb, CFA, CFP®

    Director of Advice Solutions

    Lacey is Director of Advice Solutions. She has over a decade of investment industry experience including time at State Street and Head of Research and Trading at Polaris Greystone. Lacey focuses on personalized strategy selection and contributes to security selection and client education.

  • Amin Dabit

    Amin Dabit, CFP®

    Vice President of Advisory Service

    Amin is VP of Advisory Service. He coordinates overall strategy to provide delivery of tailored advisory services to individuals, including oversight of the Financial Planning Specialist team. Amin previously worked with high net worth investors at Merrill Lynch and UBS.

  • Brendan Erne

    Brendan Erne, CFA, CSRIC

    Director of Portfolio Management

    Brendan leads our research and trading team with a focus on portfolio construction and socially responsible investing. Prior to joining Personal Capital in 2011, he spent several years as an equity analyst covering technology and telecommunication companies at Fisher Investments.

  • 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.

Team of Experts

  • Luis Aguilar

    Luis Aguilar

    Formerly with the Securities and Exchange Commission

    Luis Aguilar 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.

  • Shlomo Benartzi, PhD

    Shlomo Benartzi, PhD

    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.

  • Bill Harris

    Bill Harris

    Founder and Director

    Bill Harris is the founder of Personal Capital. With 25 years’ experience developing financial technology, he has focused on dragging the financial industry into the 21st century. Mr. Harris previously served as CEO of transformative financial technology and security companies including Intuit, PayPal, and PassMark Security. Earlier in his career he was President of ChipSoft and Executive Vice President of U.S. News and World Report.

    In addition to Personal Capital, Mr. Harris is Chairman of the Board of XTec. He has also served on the boards of MyVest, Yodlee, Answers.com, SuccessFactors, Go Daddy Software, Earthlink, RSA Security, Macromedia, NexTag, and LowerMyBills.

    Mr. Harris received his bachelor’s degree from Middlebury College and his MBA from Harvard Business School.

  • Harry Markowitz, PhD

    Harry Markowitz, PhD

    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.

  • Karen Schaeffer

    Karen Schaeffer, CFP®

    Former Chair of the CFP® Board

    Karen Schaeffer is the former Chair of the CFP® Board and a popular lecturer and seminar leader who is widely quoted in major financial media. She is the Managing Member and Co-founder of a financial consulting firm working with groups such as The World Bank, The Department of Treasury, The IMF, FDIC and The Department of State. She was awarded the Alexandra Armstrong Lifetime Achievement Award for her influence on the financial planning profession.

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