List Headline Image
Updated by Zack Miller on Sep 24, 2018
Headline for Top Roboadvisor CEOs
Zack Miller Zack Miller
10 items   2 followers   15 votes   2.11k views

Top Roboadvisor CEOs

There's a lot of attention surrounding roboadvisors now. So, Tradestreaming has compiled a list of the top CEOs helping to take automated investment management platforms to the next level.

Feel free to vote up a roboadvisor CEO who you think belongs on the top of the list and if someone was left off, please add him or her to the group.


Adam Nash, Wealthfront

As President and CEO of Wealthfront, Adam Nash has built the company around a centralized mission to always put the client first and change the bad practices that plague the financial services industry. Adam joined Wealthfront from Greylock Partners, where he was an Executive-in-Residence. Prior to Greylock, he was VP of Product Management at LinkedIn, where he built the teams responsible for core product, user experience, platform and mobile. Adam held a number of leadership roles at eBay that included Director of eBay Express, as well as strategic and technical roles at Atlas Venture Preview Systems and Apple. Adam holds an MBA from Harvard Business School and BS and MS degrees in Computer Science from Stanford University.

Jonathan Stein, Betterment

"I'm an engineer. My "polestar" is efficiency. I find that transparency, reliability, process, and fairness are often guideposts on the route to efficiency. What excites me most about my work is making everyday activities and products more intuitive, accessible, and delightful, so that people get more from them with less investment (of time, dollars, or effort), i.e., making them more efficient."

Herbert Moore, WiseBanyan

Herbert Moore is co-founder and CEO of WiseBanyan. Prior to starting up the robo-advisor, he was the founder of Archipelago Capital Management, offering institutional investment strategies to individual, high net worth investors, and smaller institutions. He holds the FINRA Series 4, Series 7, Series 24, Series 63, and Series 65 licenses.

Bo Lu, FutureAdvisor

Bo is the co-founder and CEO of FutureAdvisor. He is also the firm's lead investment advisor representative and holds a Series 65 license. Bo earned a degree in Computer Science from the University of Illinois Urbana-Champaign with a minor in Technology and Management.

Naureen Hassan, Schwab Intelligent Portfolios

Naureen Hassan is the leader of Schwab Intelligent Portfolios and is also responsible for client experience and web and mobile channels supporting the individual investors who, as of March 31, 2015, hold $1.3 trillion client assets in 9.5 million active brokerage accounts at Charles Schwab & Co., Inc. and 986,000 active bank accounts at Charles Schwab Bank.

Since joining Schwab in the corporate strategy group, she served as the chief operating officer of Charles Schwab Bank, led the client experience function for Schwab Advisor Services, in providing custodial, operational and trading support to nearly 7,000 independent advisory firms, and led the development of Schwab Intelligent Portfolios™.

Before joining Schwab in 2003, Hassan was an associate principal from McKinsey & Company.

Hassan holds a Bachelor of Arts degree from Princeton University and an MBA from the Stanford University Graduate School of Business.

Chris Costello, Blooom

Chris has been working with clients and building portfolio allocations for almost two decades. He also co-founded another investment advisory firm managing over $500 million for clients. At blooom, Chris builds the actual models used to generate 401k recommendations; allowing blooom users to tap into advice traditionally only available to investors with a gazillion dollars. His low maintenance haircut also allows him to prep quickly for any interviews he has with the media about blooom’s mission.

Hardeep Walia, Motif Investing

Hardeep co-founded Motif Investing to create an intuitive way to invest conceptually. He spent more than six years at Microsoft, where he was General Manager of the company's enterprise services business, and prior to that was a Director of Corporate Development and Strategy, helping to oversee Microsoft's investments and acquisitions. He started his career at The Boston Consulting Group. Hardeep holds a BS in Economics and Engineering from Yale University and an MBA from the Wharton School of Business. He holds Series 7, 63 and 24 licenses in the securities industry, is an active member of FINRA's Small-Firm Advisory Board, serves on FINRA's Technology Advisory Committee and contributes frequently to Bloomberg TV, CNBC, Fox Business and Forbes.

Bill Harris, Personal Capital

Bill Harris is the founder and CEO of Personal Capital. He has spent 20 years building financial technology, notably serving as CEO of Intuit and PayPal. He is the founder of several financial technology companies and has served on the boards of numerous technology firms, such as SuccessFactors, RSA Security, Macromedia, and

Mike Sha, SigFig

Mike is co-founder and CEO of SigFig, an online investment manager. Before starting SigFig, Mike co-founded Wikinvest, which created popular products to help everyday people invest better, including a wiki and a portfolio tracker, which grew to manage tens of billions of dollars. Prior to SigFig, Mike held senior roles at Amazon where he launched and built the Amazon Visa Card into one of the fastest growing consumer loyalty cards in history, was one of the original inventors of Amazon's Prime program, and built sophisticated fraud detection models that leveraged statistical data analysis in preventing online fraud. Mike has a BA in Applied Math and an MS in Computer Science from Harvard.

Karin Risi, Vanguard Personal Advisor

Karin leads Vanguard Retail Investor Group. Since joining Vanguard in 1997, she has held various leadership roles within the company's Corporate, Institutional, and Retail divisions, including Vanguard Personal Advisor Services®. Prior to joining Vanguard, Karin was an investor relations analyst with Sunoco, Inc. Karin holds a B.S. and an M.B.A. from Villanova University.