SVP of Operations, Betterment
Boris brings a unique mix of engineering skills and legal and regulatory experience to the team. Prior to joining Betterment, Boris practiced tax and capital markets law at Cleary Gottlieb Steen & Hamilton LLP, and has a J.D. from Northwestern Law. Before that, Boris was a software engineer at Antenna Software, and has a B.A. in Computer Science from Harvard University.
Articles written by Boris
How Betterment’s Climate Impact Portfolio Was Born
At Betterment, our work is just beginning. Our Climate Impact portfolio is as much a process as it is a product. We see it as a continuation of a conversation with our customers, who told us in no uncertain terms, that climate change matters to them.
Tax-Coordinated Portfolio: Tax-Smart Investing Using Asset Location
Betterment’s Tax-Coordinated Portfolio could increase after-tax returns by 15% over 30 years.
Asset Location Methodology
In this paper, we discuss the various factors that must be considered by an optimal asset location strategy. We then present the methodology behind TCP, as well as results from performance simulations.
How Betterment Protects Your Investments
Your investments with Betterment are protected by SIPC. History suggests that even if you had millions of dollars invested with a brokerage firm that became insolvent, it is extremely likely that you would be made whole.
Fractional Shares Improve Portfolio Efficiency
Betterment’s fractional share technology ensures that Tax Loss Harvesting+ is effective, regardless of your investment size.
How Tax Impact Preview Works to Help Avoid Surprises
Betterment continues to make investing more transparent and tax-efficient, and empowers you to make smarter financial decisions.
Tax Loss Harvesting+™ Methodology
Tax loss harvesting is a sophisticated technique to get more value from your investments—but doing it well requires expertise.
Lower Taxes with Our Improved Cost Basis Accounting Method
Selecting tax lots in the most efficient way possible can determine your cost basis when reporting to the IRS.