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  • Jay Shah

    Jay Shah

    Chief Executive Officer

  • Allison Amadia

    Allison Amadia

    General Counsel and
    Chief Compliance Officer

  • Mike Armsby

    Mike Armsby

    Chief Financial Officer

  • Craig Birk, CFP®

    Craig Birk, CFP®

    Chief Investment Officer

  • James Burton

    James Burton

    Chief Growth Officer

  • Jim Del Favero

    Jim Del Favero

    Chief Product Officer

  • Porter Gale

    Porter Gale

    Chief Marketing Officer

  • Mark Goines

    Mark Goines

    Chief Strategy Officer and Vice Chairman

  • Fritz Robbins

    Fritz Robbins

    Chief Technology & Information Officer

  • Kyle Ryan, CFP®

    Kyle Ryan, CFP®

    EVP of Advisory Services

  • Dan Stampf, CFP®

    Dan Stampf, CFP®

    Vice President of
    Personal Capital Cash

  • Eric Weiss

    Eric Weiss

    SVP of Growth & Performance Marketing

  • Charles Goldman

    Charles Goldman

    CEO of Assetmark

  • Jay Shah

    Jay Shah

    Chief Executive Officer

  • Bill Harris

    Bill Harris

    Founder and Director

  • Steve Harrick

    Steve Harrick

    General Partner at IVP

  • Paul Desmarais III

    Paul Desmarais III

    Vice President of Power Financial

  • Jeffrey Carney

    Jeffrey Carney

    CEO of IGM

  • Marina Levinson

    Marina Levinson

    Founder and CEO,
    CIO Advisory Group

  • Bruce Felt

    Bruce Felt

    CFO of DOMO

  • James Feuille

    James Feuille

    General Partner in the Venture Capital Group

  • Brian Ascher

    Brian Ascher

    Partner at Venrock

  • Jeremy Schein

    Jeremy Schein

    Managing Director at Corsair Capital

  • Kira Wampler

    Kira Wampler

    Product and Marketing Executive

  • Luis Aguilar headshot

    Luis Aguilar

    Formerly with the Securities and Exchange Commission

  • Shlomo Benartzi headshot

    Shlomo Benartzi, PhD

    Behavioral Finance Expert

  • Bill Harris headshot

    Bill Harris

    Founder and Director

  • Harry Markowitz headshot

    Harry Markowitz, PhD

    Portfolio Strategy Expert

  • John Powers headshot

    John Powers

    Asset Allocation and Alternatives

  • Karen Schaeffer headshot

    Karen Schaeffer, CFP®

    Former Chair of the CFP® Board


  • Jay Shah

    Jay Shah

    Chief Executive Officer

  • Allison Amadia

    Allison Amadia

    General Counsel and
    Chief Compliance Officer

  • Mike Armsby

    Mike Armsby

    Chief Financial Officer

  • Craig Birk, CFP®

    Craig Birk, CFP®

    Chief Investment Officer

  • James Burton

    James Burton

    Chief Growth Officer

  • Jim Del Favero

    Jim Del Favero

    Chief Product Officer

  • Porter Gale

    Porter Gale

    Chief Marketing Officer

  • Mark Goines

    Mark Goines

    Chief Strategy Officer and Vice Chairman

  • Fritz Robbins

    Fritz Robbins

    Chief Technology & Information Officer

  • Kyle Ryan, CFP®

    Kyle Ryan, CFP®

    EVP of Advisory Services

  • Dan Stampf, CFP®

    Dan Stampf, CFP®

    Vice President of
    Personal Capital Cash

  • Eric Weiss

    Eric Weiss

    SVP of Growth & Performance Marketing

  • Charles Goldman

    Charles Goldman

    CEO of Assetmark

  • Jay Shah

    Jay Shah

    Chief Executive Officer

  • Bill Harris

    Bill Harris

    Founder and Director

  • Steve Harrick

    Steve Harrick

    General Partner at IVP

  • Paul Desmarais III

    Paul Desmarais III

    Vice President of Power Financial

  • Jeffrey Carney

    Jeffrey Carney

    CEO of IGM

  • Marina Levinson

    Marina Levinson

    Founder and CEO,
    CIO Advisory Group

  • Bruce Felt

    Bruce Felt

    CFO of DOMO

  • James Feuille

    James Feuille

    General Partner in the Venture Capital Group

  • Brian Ascher

    Brian Ascher

    Partner at Venrock

  • Jeremy Schein

    Jeremy Schein

    Managing Director at Corsair Capital

  • Kira Wampler

    Kira Wampler

    Product and Marketing Executive

  • Luis Aguilar headshot

    Luis Aguilar

    Formerly with the Securities and Exchange Commission

  • Shlomo Benartzi headshot

    Shlomo Benartzi, PhD

    Behavioral Finance Expert

  • Bill Harris headshot

    Bill Harris

    Founder and Director

  • Harry Markowitz headshot

    Harry Markowitz, PhD

    Portfolio Strategy Expert

  • John Powers headshot

    John Powers

    Asset Allocation and Alternatives

  • Karen Schaeffer headshot

    Karen Schaeffer, CFP®

    Former Chair of the CFP® Board

Transforming
Financial Lives

$12.3 Billion


Over $12.3B assets under
management

As of 5/31/20

24,000+


Investment Clients in
All 50 States

As of 5/31/20

2.5+ Million


Planning Their
Financial Lives

As of 5/31/20

Disclosure statement and acknowledgment: The statement is provided to you by ("Author") who have entered into a referral agreement with Personal Capital Corporation ("PCC"), through which Author will be paid between $70 and $150 for each person who uses this webpage to register with Personal Capital and links at least $100,000 in investable assets to Personal Capital's Free Financial Dashboard. Author is not affiliated with PCC and Author's services consist solely of referrals of prospective clients. As a result of this arrangement Author may financially benefit from referring potential clients to Personal Capital. No fees or other amounts will be charged to investors by Author or Personal Capital as a result of the Referral Arrangement. Investors that are referred to PCC and subsequently subscribe for investment advisory services provided by PCC’s affiliated adviser, Personal Capital Advisors Corporation (“PCAC”) will not pay increased management fees or other similar compensation to Author, PCC or PCAC as a result of this arrangement. Additional information about PCAC is contained in Form ADV Part 2A.