Investing made better by our team of experts

Investment Committee

Our Investment Committee brings decades of industry expertise in driving our investment approach, portfolio construction, and allocation advice. The committee ensures our investments are best in class, combining substantiated research with the most effective investing tools available today.


  • 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.

  • Geert Bekaert, PhD

    Professor of Finance and Economics. Columbia University

    Geert brings a worldly view to Betterment, assists with our capital markets and returns assumptions as well as the mathematical nuances of portfolio optimization.

  • Saman Majd, PhD

    Former Vice Chairman, Deutsche Asset Management

    With a background in global bond markets, Saman's perspective on our fixed income exposures is invaluable.

  • 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 delivers investment innovations both large and small. Their focus includes securities selection, cost minimization, tax optimization, risk management, and finely tuning our algorithms (using tools such as Monte Carlo simulators).


  • 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 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.

Support Specialists

Our dedicated support specialists are available 7 days a week. They are here to walk you through every part of the investment process, including completing an IRA or 401(k) rollover seamlessly.


  • Brandon
    McFadden

  • Archana
    Burra

  • Darryl
    Wright

  • Shawn
    Li

  • Marianna
    Caparelli

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