Betterment
Ben Bakkum, CFA, is an experienced investment strategist currently serving as a Senior Investment Strategist and Lead Investing Researcher at Betterment since September 2021. Prior to this role, Ben held positions at GiveDirectly as a Technical Program Manager and Data Associate from October 2019 to September 2021, and at J.P. Morgan from July 2014 to October 2019, where roles included Associate and Analyst within the Private Bank CIO team. Ben earned a Bachelor of Science in Commerce and History from the University of Virginia, completing studies in 2014.
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Betterment
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Betterment is the largest independent digital investment advisor, offering investing and retirement solutions alongside their everyday services for spending and saving. Since 2010, Betterment has had one mission: to make people's lives better with easy-to-use, personalized investment solutions. Using cutting-edge technology, they empower hundreds of thousands of customers to manage their money – for today, tomorrow, and someday – with expert advice; automated money management tools; and tax-smart strategies designed to keep taxes low.