Betterment
Marye Moran, CFA, currently serves as the FP&A Director at Betterment, a position held since February 2022, after progressing from the FP&A Senior Manager role. Prior to Betterment, Marye was with Carl Marks Advisors from October 2017 to January 2022, where responsibilities included Vice President and Associate roles. Earlier career experience includes positions as an Associate and Analyst at Morgan Stanley from June 2014 to October 2017. Marye earned a Bachelor’s Degree in English with minors in Economics and Mathematics from Boston College, supplemented by a study abroad semester at King's College London in 2013, and completed high school at Sacred Heart Greenwich.
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Betterment
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Betterment is the largest independent digital investment advisor, offering investing and retirement solutions alongside their everyday services for spending and saving. Since 2010, Betterment has had one mission: to make people's lives better with easy-to-use, personalized investment solutions. Using cutting-edge technology, they empower hundreds of thousands of customers to manage their money – for today, tomorrow, and someday – with expert advice; automated money management tools; and tax-smart strategies designed to keep taxes low.