Ask an Expert: All About the Investment Process
Hey everyone, I’m Jon Stein. After seeing product after product that made the investing process more complicated than it ought to be, I set out to create a broadly accessible investment company to help investors achieve their biggest goals. Passionate about helping people make smart decisions with their money, I founded Betterment in 2008.
Previously, I spent my career developing financial products, platforms, and investment strategies for international banks, brokers, and other institutions. I have in-depth knowledge of retail banking and investing, am a Chartered Financial Analyst (CFA), and a Series 7, 24, and 63 Registered Securities Representative. I’m also a graduate of Harvard University and Columbia Business School. I’m here for the next hour tackling all of your burning questions about the investment process, so ask away!
This article originally published January 15th, 2013 on Lifehacker