Betterment
Roy Kasten currently serves as the Advisor Sales Manager at Betterment, a position held since September 2023. Prior to this role, Kasten held various positions at EquityZen from May 2017 to September 2023, including Investments Director, Senior Investment Associate, and Investment Associate. Kasten's earlier experience includes serving as Assistant Vice President and Financial Advisor at Bank of America Merrill Lynch from October 2015 to May 2017, and as a Broker at Legend Securities, Inc. from September 2014 to September 2015. Additionally, Kasten worked as an Inside Sales Executive at MakerBot® for a brief period in early 2014. Kasten earned a Bachelor of Arts degree from the University of Delaware between 2009 and 2013.
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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.