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Jonathan Stein

Jonathan Stein

Jonathan "Jon" Stein is an American Entrepreneur and CEO. He is founder of Betterment, an automated investing service.

Early Life and Education

Stein is originally from Dallas and attended St. Mark's School of Texas. [1] He became and undergraduate student at Harvard University and graduated with a degree in economics. He earned his MBA in Entrepreneurship and General Management from the Columbia Business School. [1] In addition, he holds Series 7, 24, 63, as well as is a CFA (Chartered Financial Analyst).


Jon and his child

Jon and his child

After graduating from Harvard, Stein worked as Manager of Business Development for Kennedy Information before joining First Manhattan Consulting Group.

He consulted for several years on Wall Street and in August 2008, used his experience to launch Betterment, a company which specializes in "smart investing." [1] At Betterment, Stein leads in managing more than $2 billion in 93,000 accounts using index funds and an automated allocation system, based on an investor's risk tolerance and time horizon.


Citation Linklinkedin.comJon Stein on LinkedIn
Sep 11, 2017, 12:03 AM
Citation Linkywqaugeunhowzrcj.public.blob.vercel-storage.comJonathan Stein on LinkedIn
Sep 11, 2017, 12:22 AM
Citation Linkywqaugeunhowzrcj.public.blob.vercel-storage.comJon and his child
Sep 11, 2017, 12:23 AM
Citation Linkywqaugeunhowzrcj.public.blob.vercel-storage.comJonathan Stein on Twitter
Sep 11, 2017, 12:24 AM
Citation Linkforbes.comJonathan Stein featured in Forbes
Sep 11, 2017, 12:34 AM
Citation Linkmedium.comJonathan Stein Mediumpost about Betterment.com
Sep 11, 2017, 12:40 AM
Citation Linkcrunchbase.comJon Stein in CrunchBase
Sep 11, 2017, 12:41 AM
Citation Linkbelayadvisor.comInterview of Jon Stein
Sep 11, 2017, 12:46 AM
Citation Linkinvestopedia.comJon Stein interviewed in Investopedia
Sep 11, 2017, 12:47 AM
Citation Linkbetterment.comLink on betterment.com
Apr 28, 2016, 12:29 AM
Citation Linktwitter.comJon Stein on Twitter
Feb 25, 2016, 2:05 AM