The leadership team at Betterment is the driving force behind the company's strategic direction and key decision-making. They are dedicated to aligning every move with the company's mission, ensuring that each step taken fosters innovation and growth.
Bringing together expertise from various fields, this team excels in operational excellence and collaboration. Their diverse backgrounds and unified vision create a dynamic environment where new ideas thrive and the company's goals are consistently met.
1) Sarah Kirshbaum Levy
Sarah Kirshbaum Levy, the CEO at Betterment, is responsible for steering the company towards its strategic goals and ensuring operational efficiency. She plays a pivotal role in driving innovation and growth within the organization.
Under her leadership, Betterment has seen significant advancements in its product offerings and customer experience. Sarah's focus on aligning the company's mission with its strategic initiatives has been instrumental in fostering a culture of continuous improvement.
With a rich background that includes roles at Viacom, Nickelodeon, and The Walt Disney Company, Sarah brings a wealth of experience in strategic planning and operations. Her tenure at these companies has equipped her with the skills necessary to lead Betterment effectively. For more information, visit the Betterment CEO profile.
2) Jonathan Stein
Jonathan Stein, as the Founder and Chairman of the Board at Betterment, is responsible for guiding the company's strategic vision and ensuring its long-term success. His expertise in financial technology and investment management has been pivotal in shaping Betterment's innovative approach to personal finance.
Jonathan's professional journey includes founding Betterment in 2007 and serving as its CEO until 2020. His key skills in entrepreneurship and strategic planning have been instrumental in launching and scaling the company, making it a leader in the fintech industry.
Under Jonathan's leadership, Betterment has introduced numerous groundbreaking products and services that have significantly enhanced customer experience. His ongoing involvement as Chairman continues to drive the company's mission of making investing more accessible and efficient for everyone.
3) Boris Khentov
Boris Khentov, the SVP of Product Strategy & Sustainable Investing at Betterment, is responsible for driving the company's product strategy and leading its sustainable investing initiatives. His contributions have been pivotal in aligning Betterment's offerings with the growing demand for socially responsible investment options.
With a diverse career background, Boris has held various roles at Betterment, including SVP of Operations & Legal Counsel and VP of Operations & Legal Counsel. His expertise in both legal and operational aspects, combined with his experience as a software engineer, has equipped him with a unique skill set that enhances Betterment's strategic direction.
Boris manages teams focused on product development and sustainable investing, ensuring that Betterment's products meet high standards of innovation and ethical investment. His involvement in initiatives like the Fintech Advisory Committee at FINRA further underscores his commitment to advancing the fintech industry.
4) Dan Egan
Dan Egan, as the Director of Behavioral Finance and Investing at Betterment, is responsible for integrating behavioral finance principles into the company's investment strategies. His expertise in decision science and economics helps Betterment create more effective and user-friendly financial products.
With a professional background that includes roles at Barclays Wealth and Investment Management and Chiliogon LTD, Dan brings a wealth of experience to his current position. He oversees teams focused on enhancing customer investment behaviors and has been instrumental in developing innovative solutions that improve client outcomes.
5) Nick Holeman
Nick Holeman, the Director of Financial Planning at Betterment, is responsible for overseeing the company's financial planning services and ensuring clients receive top-notch advice tailored to their needs. His unique contributions include developing innovative financial strategies that enhance customer satisfaction and drive Betterment's growth.
With a career spanning roles from Financial Planning Expert to Head of Financial Planning at Betterment, Nick's expertise is rooted in a solid educational background with degrees in International Business/Finance and Financial & Tax Planning from San Diego State University. His notable achievements include leading significant projects that have streamlined financial planning processes and improved client outcomes.
Betterment Org Chart
At the top of Betterment's organizational chart is Sarah Kirshbaum Levy, the CEO, who oversees the company's strategic direction and operational efficiency. Reporting directly to her is Jonathan Stein, the Founder and Chairman of the Board, who provides guidance on long-term vision and strategic initiatives.
Supporting the CEO, Boris Khentov, the SVP of Product Strategy & Sustainable Investing, leads the product development and sustainable investment teams, ensuring alignment with market demands and ethical standards. Dan Egan, the Director of Behavioral Finance and Investing, collaborates closely with Boris to integrate behavioral finance principles into Betterment's offerings, enhancing user experience and investment outcomes.
Nick Holeman, the Director of Financial Planning, works alongside these leaders to deliver comprehensive financial planning services, driving customer satisfaction and growth. Together, these executives form a cohesive leadership team dedicated to Betterment's mission of making investing accessible and efficient for everyone.