Betterment
Cara Daly is a seasoned professional in the finance industry, currently serving as a Senior Strategy & Operations Manager in Capital Markets at Betterment since September 2021. Prior to this, Cara held various roles at Citi from July 2018 to September 2021, focusing on Global Spread Products Syndicate and specializing in Municipal Finance, Structured and Securitized Products. Earlier experience includes a position as a Financial Summer Analyst at Fidelity Investments in 2017. Cara holds a Bachelor of Arts degree in Economics and Urban Studies from Trinity College-Hartford and completed secondary education at Phillips Academy, after a gap year in Dublin, Ireland. Additionally, Cara possesses licenses in Series 7, 63, and 52.
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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.