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Meet the people

who work for you

Investment Committee

Our Investment Committee includes experts outside of Betterment who bring decades of industry expertise to our investment strategy. They advise on our investment approach, portfolio construction, and allocation advice. Their goal: to help ensure you're invested in a low-cost, tax-efficient portfolio supported by decades of research.

Jon Stein, CFA

CEO and Strategic Allocation

Jon started Betterment after years of consulting for Wall Street's biggest financial institutions. He studied economics at Harvard University and finance at Columbia Business School. He is a CFA® charterholder.

Alex Benke, CFP®

Holistic Financial Planning

Prior to joining Betterment, Alex worked at JPMorgan for 10 years in Credit Markets and Risk Technology. He is a CERTIFIED FINANCIAL PLANNER professional with a degree in Operations Research Engineering from Cornell University.

Dan Egan, MSc

Quantitative and Behavioral Finance

Dan was the Behavioral Finance Specialist at Barclays Americas and helped found the London team in 2007. He earned his Master of Science in Decision Science from the London School of Economics.

Bruce Greenwald, PhD

Professor of Finance, Columbia University

Bruce is one of the worlds strongest advocates of value investing, and assists Betterment with its asset allocation models.

Mark Zurack, MBA

Professor of Finance, Columbia University

Mark brings deep experience in equity trading to Betterment from his days at Goldman Sachs, advising on the nuance of tax and execution risks in capital markets.

Rob Stavis

Partner, Bessemer Venture Partners

With a background managing and trading fixed-income securities Rob assists with ensuring the risk management in our bond basket is both ideal and practical.

Investment Team

Our Investment Team works in-house and focuses on choosing optimal funds for your portfolio, determining new ways to help lower costs and taxes, and building and improving our projection models.

Dan Egan, MSc

Quantitative and Behavioral Finance

Dan was the Behavioral Finance Specialist at Barclays Americas and helped found the London team in 2007. He earned his Master of Science in Decision Science from the London School of Economics.

Alex Benke, CFP®

Holistic Financial Planning

Prior to joining Betterment, Alex worked at JPMorgan for 10 years in Credit Markets and Risk Technology. He is a CERTIFIED FINANCIAL PLANNER professional with a degree in Operations Research Engineering from Cornell University.

Rukun Vaidya

Capital Markets and Trade Execution

Rukun joins Betterment after five years performing risk research at Highbridge Capital, where he focused on statistical arbitrage, quantitative macro, and quantitative commodities. He has a degree in Operations Research from Cornell University.

Lisa Huang, PhD

Quantitative Portfolio Management

Lisa holds a degree in Mathematics and Biochemistry from UCLA and a PhD in Physics from Harvard University. She was previously a quantitative strategist at Goldman Sachs, leading research collaborations and building models for fixed income strategies.

Boris Khentov, JD

Tax and Securities Law

Boris is a tax and capital markets attorney, with a law degree from Northwestern. He has a BA in Computer Science from Harvard University, bringing a unique mix of engineering skills and legal and regulatory experience to Betterment.

Adam Grealish

Quantitative Portfolio Analyst

Adam joins after founding Roletroll, a natural language processing startup. Prior to joining Betterment, Adam was a vice president at Goldman Sachs, where he traded macro credit products. Adam holds an honors degree in economics from University of Chicago.

Mychal Campos

Quantitative Portfolio Analyst

Prior to joining Betterment, Mychal worked at a fixed income hedge fund, the largest provider of FX settlement risk mitigation solutions, and the Federal Reserve Bank of New York. He holds a bachelor's degree in economics from Reed College.

Licensed Experts and CFP® Professionals

If you'd like to talk to someone about your specific financial situation, we offer access to licensed financial experts and CFP® professionals as part of our Plus and Premium plans.

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Member of Securities Investor Protection Corporation

Betterment Securities is a member of SIPC. Securities in your account protected up to $500,000. For details, please see www.sipc.org.

Looking out for investors' accounts is a legal duty.

Regulated by the SEC and a member of FINRA, our Broker-Dealer, Betterment Securities, follows a strict set of rules, designed to protect our investors' accounts.