Founding Chief Executive Officer
Personal Capital is the next-generation financial advisor. Some even say we are fundamentally altering the traditional financial services landscape. We take this as a compliment.
Over thirty years, I’ve worked on twelve financial technology companies. - Evergreen Money, Founding Chairman – development-stage multi-asset financial service - Nirvana Money, Founding CEO – digital credit card for consumers based in Miami - TriCore, Founding Chairman – technology-driven engineering and design firm Formerly: - One, Founding CEO – shareable mobile bank account for middle-income households - Personal Capital, Founding CEO – first digital wealth management firm (unicorn) - IronKey, Founding Chairman – secure flash drive for data privacy and online authentication - PassMark Security, Founding CEO – multi-factor online authentication for banks and brokers - Isochron, Founding Chairman – card payments & delivery optimization for vending machines - MyVest, Founding CEO – cloud-based portfolio management for investment firms - PayPal, Founding CEO – online payment network (with Elon Musk, Max Levchin and Peter Theil) - Intuit, CEO – personal finance, small business accounting and online mortgage origination - ChipSoft, President – TurboTax and Lacerte tax preparation software (took public) I’ve also learned a lot watching some great leaders while serving on public and private boards, including XTec, Care.com, Success Factors, Macromedia, RSA Security, EarthLink, Visual Sciences, Yodlee, Answers.com, Avalara, Go Daddy, Business.com, LowerMyBills, NexTag and CheckFree. And, of course, I had the privilege of working for Bill Campbell ... "the coach".
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