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Jon Stein

Seeing an investment management landscape cluttered with inefficient products that either did little to help investors or actively hurt their performance, Jon set out to create a sophisticated and accessible investment service that would apply technology thoughtfully to address customers' investing goals. Passionate about efficiency, customer happiness, and helping people make smart decisions with their money, he founded Betterment in 2008.

Previously, Jon spent his career developing financial products, platforms, and investment strategies for a number of the world’s most prominent financial institutions. As a Consultant at First Manhattan Consulting Group for half a decade, Jon developed in-depth knowledge of retail banking, investing, and risk management. He is a Chartered Financial Analyst (CFA) and a FINRA Series 7, 24, and 63 Registered Securities Representative. Jon is a graduate of Harvard University and Columbia Business School.

My Speakers Sessions

Friday, June 13

4:30pm PDT