Ask an Expert: All About the Investment Process
A live Q&A with Jon Stein, CEO and Founder of Betterment
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Say hello to Jon Stein, founder of online financial advisor Betterment. Jon is a Chartered Financial Analyst (CFA), a Series 7, 24, and 63 Registered Securities Representative, and a graduate of Harvard University and Columbia Business School. He was here a few months ago talking all things investing, and he’s back today to revisit this broad, often confusing topic. Have questions? Jon is hanging out for the next hour.
This article originally published December 9th, 2013 on Lifehacker