Jon Stein
CEO & Co-FounderBetterment
Jon Stein is the CEO and Founder of Betterment, the largest independent robo-advisor, helping people to better manage, protect, and grow their wealth through smarter technology. With more than 168,000 customers and over $4.8 billion in assets under management, the Betterment service offers a globally diversified portfolio of ETFs, designed to help provide you with the best possible expected returns for retirement planning, building wealth, and other savings goals. Passionate about making life better, and with his experience from his career of advising banks and brokers on risk and products, Jon founded Betterment in 2008. 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.

Jon is a graduate of Harvard University and Columbia Business School, and he holds Series 7, 24, 63, and is a CFA®, Chartered Financial Analyst.

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