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. 

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Betterment

Sarah Kirshbaum Levy

Jesse Proudman

Jay Carlson

Sandy Lavipour

Brian Woldow

Jon Mauney

Kumud Sharma

Kim Rosenblum

John Mileham

Seth Rosenbloom

Raoul Bhavnani

Mike Reust

Peter Lorimer

The leadership team at Betterment has a history of working in finance and compliance. Members of the team have worked at companies such as FINRA, Cleary Gottlieb Steen & Hamilton LLP, Bank of America Merrill Lynch, O'Melveny & Myers LLP, and PIMCO. They have also been involved with organizations such as Women for Biden Harris 2020 and TechGC. The team has a variety of educational backgrounds, including law, computer science, and economics.

Leadership Team

CEO and Executive Team

Board of Directors

Leadership Team

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CEO and Executive Team

Board of Directors