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Jon Stein

CEO & Founder, Betterment

Jon

About Jon

Jon Stein is the CEO and founder of Betterment. Passionate about making life better, and with his experience from his career of advising banks and brokers on risk and products, he founded Betterment in 2008. Jon is a graduate of Harvard University and Columbia Business School, and he holds Series 7, 24, 63, and is a CFA charterholder. His interests lie at the intersection of behavior, psychology, and economics. What excites him most about his work is making everyday activities and products more efficient, accessible, and easy to use.

Articles written by Jon

How Banks Fail in Helping You Save Money

You may not realize it, but our financial lives are shaped by a great divide: banking vs. investment managers. In between lies most people’s pinnacle challenge: saving for the future.

Bogle on the Retirement Industry, 401(k)s and IRAs Today

Jack Bogle discusses why indexing works and why it was important for the financial industry. And he and Betterment CEO Jon Stein look to the future of indexing and ETFs.

Bogle on the Importance of a Fiduciary Duty for Money Managers

Jack Bogle describes his strongly held views on fiduciary duty. In his words: “If you touch another person’s money, you [should be] a fiduciary.”

Bogle on Indexing and the Future of Investing

Jack Bogle discusses why indexing works and why it was important for the financial industry. And he and Betterment CEO Jon Stein look to the future of indexing and ETFs.

Bogle on Building Vanguard and Changing an Industry

Jack Bogle describes the challenges and thrill of building Vanguard, and what kept his team centered through tumultuous change. The first in our four-part Q&A series between Jack Bogle and Betterment’s Jon Stein.

Remembering Jack: Why There Is No Betterment without Bogle

Without Jack Bogle, Betterment probably wouldn’t have ever been. He leaves a legacy of customer-centricity to live up to.

CEO Jon Stein: How You Shape Betterment’s Vision for 2019

How you use Betterment and what you tell us shapes our future. Betterment CEO Jon Stein describes what he’s hearing from customers and how those ideas are changing what we’re building in 2019.

Jon Stein on “How I Built This:” Reflecting on Our Story

Jon Stein joins NPR’s Guy Raz for an episode of “How I Built This” to look back at how Betterment started, what mistakes were made, and how they turned into learnings for the robo-advisor we are today.

8 Ways We Advanced Betterment’s Advice in 2017

Here are a few members of the Betterment team to talk about why they're excited about the products you've been part of this year.

The Senate Is Planning a Tax Hike on Retail Investors. It Should Be Removed.

The Senate’s current tax bill includes a mandate that would be punitive for everyday investors. Without a doubt, the FIFO mandate should be removed from consideration.

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