Banking the Future
Wealth for All With Betterment
Jon Stein is the CEO and founder of Betterment, one of the leading roboadvisors in the US.
After amassing experience advising banks and brokers on risk and products, he founded Betterment in 2008 to make people’s lives better.
Jon is a graduate of Harvard University and Columbia Business School. He holds Series 7, 24, 63 licenses and is a CFA charterholder.
Jon’s interests lie at the intersection of behavior, psychology, and economics, all of which we get into in today’s conversation.