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Jonathan B. Stein, CFA

Founder and Chairman, Betterment

Jonathan B. Stein, CFA, is founder of Betterment. With experience from his career of advising banks and brokers on risk and products, he founded Betterment in 2008. Mr. Stein passed the Financial Industry Regulatory Authority (FINRA) Series 7, 24, and 63 exams. He is a graduate of Harvard University and Columbia Business School.