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.
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.
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®
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.
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.
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.
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.
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.
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®
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®
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.
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.
Team of Experts
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
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.
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.
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, 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.