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Our Team

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.

Leadership Team

As a client, you benefit from our leadership team’s unparalleled experience in the worlds of financial services and internet security. Our executives include the former CEO of PayPal and Intuit, plus leaders from Fisher Investments, Barclays Global Investors, E-LOAN, PricewaterhouseCoopers, Ernst & Young, Keynote Systems and PassMark Security.

Bill Harris

Chief Executive Officer

Jay Shah

Chief Operating Officer

Mark Goines

Chief Strategy Officer and Vice Chairman

Mike Armsby

Chief Financial Officer

Paul Bergholm

Chief Administrative Officer

Eric Weiss

Chief Marketing Officer

John L. Castelly

Chief Compliance Officer

Jim Del Favero

Chief Product Officer

Fritz Robbins

Chief Technology & Information Officer

Ehsan Lavassani

Founding Engineer and
Chief Engineering Officer

Kyle Ryan, CFP®

EVP of Advisory Services

Craig Birk, CFP®

EVP of Portfolio Management

Jeff Davis

Vice President of Advisory Sales

Dan Stampf

Vice President of Advisory Services

Michelle Brownstein, CFP®

Director of Private Client Services

Viola Gheorghiu

Director of Corporate Operations

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.

Harry Markowitz

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.

Shlomo Benartzi

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

Personal Capital is a privately held company. Our investors include Corsair Capital, Blackrock, Crosslink Capital, Institutional Venture Partners, Venrock, among others.

Steve Harrick

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.

Charles Goldman

Assetmark

Having run the institutional businesses at both Schwab and Fidelity, Charles is a recognized leader in the RIA industry.

Jeremy Schein

Corsair Capital

Jeremy is a Managing Director at Corsair Capital, focusing on investments on the global financial technology and financial services industries.

Brian Ascher

Venrock

Brian is a partner at Venrock, and former product manager on Quicken. Like Steve, Forbes named Brian to its Midas List.

Jim Feuille

Crosslink Capital

Jim is a General Partner in the VC group at Crosslink and has more than 20 years of experience in tech investment banking.

Jeff Carney

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.

Our Advisors

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

Our Software Team


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!