| Name | Title | Contact Details |
|---|---|---|
Tim LaLonde |
Chief Financial Officer | Profile |
Celeste Mellet |
Senior Managing Director and Chief Financial Officer | Profile |
Katherine Clune |
Treasurer and Head of Planning and Strategy | Profile |
Karl Brosky |
Global Head of Finance Transformation and Data Strategy | Profile |
Trevor Hawley |
Managing Director, Institutional Equity Sales at Evercore ISI | Profile |
Betterment is the largest independent online financial advisor that serves one purpose: to help you make the most of your money. We`re taking Nobel Prize - winning investment strategies and combining them with cutting edge, tax smart investing technology to maximize take home returns for hundreds of thousands of customers across our three business lines: direct-to-consumer, Betterment for Advisors, and Betterment for Business.
Wicks Group of Companies, LLC is a New York, NY-based company in the Financial Services sector.
Behringer creates, manages and distributes global institutional-quality alternative investment programs for individual and institutional investors. Programs sponsored and managed by the Behringer group of companies have made investments into more than $11 billion in assets.
Tudor Ventures is a Boston, MA-based company in the Financial Services sector.
Nicholson Capital Management is a Kansas City, MO-based company in the Financial Services sector.