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 Advisors
The members of our Board of 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.
Formerly with the Securities and Exchange Commission
Luis 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.
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 registered 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!