Jon Stein

Co-Founder at Betterment LLC

Jon Stein

Jon Stein

Co-Founder at Betterment LLC

Biography

Mr. Jonathan B. Stein, CFA MBA, is a Chief Executive Officer & Founder at Betterment LLC and a CEO & Strategic Allocation Officer at Betterment Holdings, Inc. He founded Betterment in 2008. He is a graduate of Harvard University and Columbia Business School. He is a CFA charterholder.

Overview
Career Highlights

Betterment Holdings, Inc.
Betterment LLC

RelSci Relationships

339

Number of Boards

2

Birthday

1979

Age

40

Relationships
RelSci Relationships are individuals Jon Stein likely has professional access to. A relationship does not necessarily indicate a personal connection.

Director at Betterment Holdings, Inc.

Relationship likelihood: Strong

Partner, Investment Team at Bessemer Venture Partners

Relationship likelihood: Strong

Investor at JJJ International, Inc.

Relationship likelihood: Strong

Senior Investment Director at Kinnevik AB

Relationship likelihood: Strong

Director of Behavioral Finance & Investments at Betterment LLC

Relationship likelihood: Strong

Director of Quantitative Investing at Betterment LLC

Relationship likelihood: Strong

Founder at MT Trading LLC

Relationship likelihood: Strong

Chief Innovation Officer at Betterment LLC

Relationship likelihood: Strong

Research Associate at National Bureau of Economic Research, Inc.

Relationship likelihood: Strong

Former Analyst at Credit Suisse Securities (USA) LLC (Broker)

Relationship likelihood: Strong

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Jon Stein
Co-Founder at Betterment LLC
Education
MBA, Finance
Class of 2009

Columbia Business School (CBS) is the business school of Columbia University in Manhattan, New York City. It was established in 1916 to provide business training and professional preparation for undergraduate and graduate Columbia University students. It is one of six Ivy League business schools and its admission process is among the most selective of top business schools.

Undergraduate Degree
Class of 2001

The oldest corporation in the Western Hemisphere is the Harvard Corporation, known formally as the President and Fellows of Harvard College. It is the smaller of Harvard’s two governing boards; the other is the Board of Overseers. Following are the members of the Harvard Corporation.

Memberships
Member
Current
Career History
President & Director
2007 - Current

Betterment Holdings, Inc. provides financial, technology, trading, law, and marketing services. It offers financial planning, retirement, IRAS, Trusts, and tax loss harvesting. The company was founded by Eli David Broverman and Jonathan Babcock Stein in 2007 and is headquartered in New York, NY.

Co-Founder
2007 - Current

Betterment's methodology advises clients to invest in well-diversified stock market holdings for strong, long-term returns, along with Treasury bonds for steady income that is superior to typical bank interest rates with lower volatility than the equities markets. The firm implements their strategy by recommending a portfolio of broad market index ETFs and Treasury Bond ETFs. Once in place, Betterment's online platform enables clients to fine-tune their allocation to match their individual needs. The firm manages all client portfolios directly.

Principal
Tenure Unconfirmed

First Manhattan Consulting Group LLC provides omni-channel marketing services. Its services include small business and consumer direct mail campaigns, digital marketing campaigns, and intellectual property and data assets. The company was founded by James M. McCormick and Robert M. Tetenbaum and is headquartered in New York, NY.

Non-Profit Donations & Grants

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N/A
2009

Columbia Business School (CBS) is the business school of Columbia University in Manhattan, New York City. It was established in 1916 to provide business training and professional preparation for undergraduate and graduate Columbia University students. It is one of six Ivy League business schools and its admission process is among the most selective of top business schools.

Transactions
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Betterment Holdings, Inc. raised money in a private placement transaction

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Betterment Holdings, Inc. raised money in a private placement transaction

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Betterment Holdings, Inc. raised money in a private placement transaction

Investments
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Spruce Holdings, Inc. provides title and settlement services for lenders. It also offers insurance services. The company was founded by Andrew Weisgall, Adam Langsner, and Patrick Burns in 2016 and is headquartered in New York, NY.

Details Hidden

Betterment Holdings, Inc. provides financial, technology, trading, law, and marketing services. It offers financial planning, retirement, IRAS, Trusts, and tax loss harvesting. The company was founded by Eli David Broverman and Jonathan Babcock Stein in 2007 and is headquartered in New York, NY.

Other Affiliations
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