Ask an Expert: All About the Investment Process
A live Q&A with Jon Stein, CEO and Founder of Betterment
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.