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  • Boris Khentov

    VP of Operations

    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.

  • Brandon Wu

    Head of Privacy and Security

    Brandon loves usable security solutions. He earned his MBA from NYU Stern and often thinks about how to apply economics to security challenges. When Brandon is not keeping Betterment safe, you can find him in the kitchen playing with new recipes.

  • Brian Pollack

    Rollover Specialist

    Brian is Betterment’s Rollover Specialist, and is also a Customer Experience Supervisor. Blending his industry knowledge with his customer service background, Brian aims to make Betterment IRA transfers and 401(k) rollovers seamless and effortless. In his spare time you can find Brian skateboarding and drinking iced coffee.

  • Bruce Shutan


    Bruce Shutan is a Los Angeles freelance writer who has covered retirement planning issues for human resources and employee benefit executives for nearly 30 years.

  • Carolyn Marsh, CFA, is a financial writer with over a decade of experience in the industry. She covers investment strategy, market trends and personal finance.

  • Catherine New

    Content Manager

    Catherine New is the Content Manager at Betterment. She has worked as a reporter at Huffington Post and the Associated Press. She graduated from the Columbia University Graduate School of Journalism and Stanford University.

  • Chris LoPresto

    Lead Software Engineer

    Chris is a software engineer and musician. Prior to joining Betterment, his software career involved startups, Patriot missiles, and e-readers. More miscellaneously, he’s an Eagle Scout who has visited 46 states and swum a mile in Beijing.

  • Chrissy Celaya, CFP®

    Financial Planning Professional

    Chrissy Celaya is a Certified Financial Planner™ and Financial Planning Professional at Betterment. She is passionate about pairing human advice with technology, in an effort to make investing for the future effortless and possible for everyone.

  • Cynthia Loh

    General Manager

    Cynthia is the General Manager of Betterment for Business, Betterment's 401(k) platform. Previously, Cynthia was a Director at ZocDoc. Cynthia previously held roles at Berens Capital and PIMCO, in addition to serving on the PIMCO Foundation investment committee. Before PIMCO, Cynthia worked at Merrill Lynch in healthcare and technology investment banking. Cynthia served as a member of the American Express Digital Advisory Board and has guest lectured at Columbia University’s Mailman School of Public Health. She has a B.A. in Cognitive Science from U.C. Berkeley and an MBA from Stanford University.

  • Dan Egan

    Managing Director of Behavioral Finance & Investing

    Dan Egan is the Director of Behavioral Finance and Investments at Betterment. He has spent his career using behavioral finance to help people make better financial and investment decisions. Dan is a published author of multiple publications related to behavioral economics. He lectures at New York University, London Business School, and the London School of Economics on the topic. Contact Dan at

  • Eli Broverman

    President and Co-Founder

    Eli Broverman is the President and co-founder of Betterment. He graduated Brown University with a degree in Chemistry and holds a JD from New York University School of Law, and has a background in securities law.

  • Elliot Lisignoli

    Customer Experience Associate

    Elliot graduated the University of Queensland with an LLB, and prior to working at Betterment he practiced law in Australia.

  • Eric Bronnenkant

    Head of Tax

    Eric is Betterment's Head of Tax. His experience includes working for Ernst & Young and Fidelity Investments. Eric holds M.S. degrees in Accounting and Taxation from Seton Hall University as well as an MBA in Quantitative Finance from NYU. He also serves as an adjunct taxation professor at Seton Hall University.

  • Erick Gonzalez

    Software Engineer

    Erick is a Software Engineer working on Betterment’s trading engineering team. He holds a BS in Computer Science from Duke University. Before joining Betterment, he built and maintained market risk systems at Goldman Sachs. When he doesn’t have his head buried in code, he enjoys a good fantasy football season, running, and Sunday brunch.

  • Garrett Oakley, CFP® CPA

    Financial Planning Professional

    Garrett Oakley is a financial planning professional at Betterment. A Certified Financial Planner® and a Certified Public Accountant, Garrett provides in-depth guidance to Betterment customers every day, answering their questions and helping them build a personalized financial plan.

  • Harris Effron

    Software Engineer

    Harris is a software engineer at Betterment.

  • Jamie Cartwright

    Content Manager

    Jamie Cartwright manages Betterment's content resources and publications. A content creator at heart, Jamie writes on topics related to personal finance, advisory growth, and technology. As the Resource Center's manager, Jamie devises editorial strategy, coordinates writing staff and freelancers, and serves as the main contact for co-promotional and guest writing initiatives.

  • Jennifer Fitzgerald

    CEO and Co-Founder

    Jennifer is CEO and Co-Founder of PolicyGenius, a digital insurance company for consumers. Previously, she was a junior partner at McKinsey & Company.

  • Jennifer Kelly

    Financial Writer

    Jennifer Kelly has been a financial writer for over 20 years, helping the world’s largest financial institutions educate clients about investing and financial planning. She has written for Trust Advisor, CFO, and Plan Sponsor.

  • Jill Schlesinger, CFP®

    Host of "Better Off"

    Jill Schlesinger, CFP®, is the Emmy-nominated Business Analyst for CBS News and host of the "Better Off" podcast. She covers the economy, markets, investing and anything else with a dollar sign on TV, radio, the web and on her blog, "Jill on Money."

  • Joe Jansen

    Software Engineer

    Joe Jansen is Betterment's data visualization expert. He combines experience in marketing, data analysis, and information design to produce interactive graphics for investor education. Joe studied business at Indiana University and is not only an expert at charting data, he's also an experienced carpenter.

  • Joe Wang

    Senior Customer Experience Specialist

    Joe Wang is a senior specialist for Betterment's customer support team. He answers customers questions on a daily basis, offering support for questions around Betterment's digital advice as well as technical account details.

  • John Mileham

    Director of Architecture

    John Mileham is Director of Architecture at Betterment, bringing over fifteen years of experience mentoring teams and building innovative software products. John joined Betterment when it acquired ImpulseSave, a personal finance startup and Techstars company that he co-founded. Prior to that, he was CTO and founding team member of Berklee College of Music's award-winning online school.

  • Jon Stein

    CEO & Founder

    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.

  • Julie Rains is a freelance writer covering topics such as personal finance, careers, and personal development. She holds a Bachelor of Science in Business Administration with a Concentration in Finance from The University of North Carolina at Chapel Hill. She blogs about her money experiences at Investing toThrive.

  • Kaitlin Butler writes on savings, simplicity and social good at CommonBond, a student lending platform that offers students and graduates lower rates, exceptional customer service, and a commitment to community. Read more on CommonBond’s community blog, @CommonBond, and Facebook.

  • Kelly Whalen is the founder and editor of the Centsible Life, a website dedicated to helping family's live on less. The website covers topics as varied as budget beauty, frugal fashion, money management tips, and so much more. Centsible Life has been featured on the TODAY show, in Women's Day magazine, and in a variety of other print, TV, and web features.

  • Kevin Finn

    Mobile Engineer

    Kevin brings his skills building mobile experiences, crafting object-oriented abstractions, and bicycling in heavy New York City traffic to Betterment’s mobile team. After studying Computer Science and Math at Cal Poly San Luis Obispo, Kevin worked at Google in San Francisco. He has built apps on his own long enough to value a great team—and also knows the value of solid burrito.

  • Lisa Hay, CPA, CFP®, is a Lead Advisor for Cornerstone Capital Advisors, an independent, fee-only financial firm. Lisa serves as a trusted advisor and personal CFO, helping clients achieve their financial, retirement, and legacy goals. She has written five books on various topics related to retirement and personal finances and contributes as a RetireMentor for

  • Matt Cosgriff

    Financial Planner

    Financial planner at BerganKDV and intrapreneur behind Lifewise, which delivers effortless financial planning and investment management to busy young professionals across the country.

  • Morgan Housel is a partner at the Collaborative Fund, a venture capital firm backing companies moving the world forward.

  • Mychal Campos

    Quantitative Portfolio Analyst

    Mychal is a Senior Quantitative Investing Researcher at Betterment. He is an experienced macroeconomic researcher and developer of quantitative trading strategies. Mychal holds a B.A. degree in Economics from Reed College and is currently completing an M.S. degree in Computational Finance and Risk Management from the University of Washington.

  • Neil Rhein is principal at Bull’s-eye Financial Communications, a Boston-area agency that specializes in financial writing. Prior to launching Bull’s-eye in 2005, Neil served as editor of the award-winning Fidelity Focus and Fidelity Outlook magazines at Fidelity Investments in Boston. Previously, he worked as a Series 7-licensed associate at Smith Barney and as an operations analyst at Dean Witter.

  • Roger Wohlner

    Author & Financial Expert

    Roger Wohlner is an experienced financial advisor based in Arlington Heights, Ill. His expertise includes providing financial planning and investment advice to individual clients, 401(k) plan sponsors, foundations and endowments. Roger contributes to his own popular finance blog, The Chicago Financial Planner, where he writes about issues concerning financial planning, investments and retirement plans. His work has been featured on US News & World Report, Yahoo! Finance, Equifax Finance Blog and other publications. Roger is available for additional freelance financial writing assignments.

  • Sarah Kaufman

    Director of Brand and Content

    Sarah Kaufman is Director of Brand and Content at Betterment. She's been a regular contributor to Yahoo! Finance, Huffington Post, Esquire, Good Housekeeping, Redbook, Woman’s Day, The Motley Fool and other sites. Sarah has a master's degree in journalism from New York University and a bachelor's degree in English writing, political science, and studio arts from the University of Pittsburgh.

  • Seth Rosenbloom

    Associate General Counsel

    Seth is Associate General Counsel at Betterment. Seth previously worked at Davis Polk & Wardwell and was a law clerk for a federal judge in New York. He received a J.D. degree from Columbia University and B.A. from Stanford University.

  • Tess Wicks

    Finance Educator

    Tess is a financial literacy coach, writer, and podcaster at Words and Money. As a former retirement consulting actuary, Tess is driven to help people get acquainted with investing and appreciate retirement savings.

For more information and disclosures about the Betterment Resource Center, click here.  |  See our contributors.