Home Financial Advisor MiB: Sarah Kirshbaum Levy, CEO Betterment

MiB: Sarah Kirshbaum Levy, CEO Betterment

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MiB: Sarah Kirshbaum Levy, CEO Betterment


 

 

This week, we converse with Sarah Kirshbaum Levy, chief government officer of Betterment, an unbiased digital funding adviser with $40 billion in property underneath administration. Earlier than becoming a member of Betterment, Kirshbaum Levy was chief working officer of Viacom Media Networks, the place she oversaw international technique, finance and operations. Beforehand, Levy served as COO at Nickelodeon, the place she spearheaded Nickelodeon’s entry into new segments, together with shopper merchandise, resorts, Broadway and theme parks, and subscription video on demand.

She discusses how her carrer in media branding and advertising and marketing was an ideal background for an internet digital asset supervisor.

Kirshbaum Levy additionally explains how the digital booms and busts that inspire incumbent gamers happen in each sector — together with the digital wealth administration house. Simply as Amazon pushed Walmart into providing an internet platform, she expects Betterment to push innovation that may drive the incumbent gamers like Blackrock and Vanguard into maintaining with them from on-line to cellular to AI.

She needs Betterment to be the Millenial and Gen Z model in wealth administration the identical manner Schwab and Constancy have been to her mother or father’s era.

A listing of her favourite books is right here; A transcript of our dialog is obtainable right here Tuesday.

You may stream and obtain our full dialog, together with any podcast extras, on Apple Podcasts, Spotify, YouTube, and Bloomberg. All of our earlier podcasts in your favourite pod hosts may be discovered right here.

Remember to take a look at our Masters in Enterprise subsequent week with Tom Hancock, Grantham, Mayer & Otterloo‘s head of the Centered Fairness group and High quality Methods. He’s the portfolio supervisor for the High quality Fund (GQETX). The enjoyable has returned 13.43% yearly over the previous decade (versus 12.03% for the S&P 500), placing it within the prime 1% of friends, and is a Morningstar 5 Star, Gold-rated. He oversees an exchange-traded fund US High quality Fairness ETF (QLTY) — the primary retail product from GMO since its launch in 1977.

 

 

 

Sarah Kirschbaum Levy Books

All of the Gentle We Can not See by Anthony Doerr

Demon Copperhead by Barbara Kingsolver

Elon Musk by Walter Isaacson

 

Books Barry Talked about

Loonshots by Safi Bahcall

 

 

 

 

 

 

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