We are an award winning registered investment advisory firm serving clients nationwide from our offices in downtown San Francisco. Our team of Chartered Financial Analysts and Math PhDs use software to actively monitor and manage our clients' existing 401(k), IRA, and taxable accounts from a household-wide, long-term perspective. We believe:
Long-term portfolios should be based on unbiased advice, diversification, tax efficiency, and low-fee index funds. Research shows trying to 'beat' the market does not work for everyday investors.
Investors shouldn't have to actively manage their investment accounts: the right things should happen automatically.
All investors - not just those with million-dollar account balances - deserve top tier investment management for their portfolios.
Automatic portfolio management should cost a fraction of what a traditional investment advisor charges.
We are backed by luminaries that have invested in and grown truly world-changing companies. Our angel investors include entrepreneurs and executives who have built Google, Square, Yelp, YouTube, and PayPal.
Our investment team is focused on bringing the proven best practices for investment management to everyone, with the power of algorithms and the unprecedented scale allowed by software.
Co-Founder & CEO
Bo is CEO and co-founder at FutureAdvisor. He is the lead investment advisor representative and holds a Series 65 license. Bo earned a degree in Computer Science from the University of Illinois Urbana-Champaign with a minor in Technology and Management.
Simon Moore, CFA
Chief Investment Officer
Simon holds the Chartered Financial Analyst designation and works on investing algorithms design. His work experience includes Putnam Investments, and the Bank of England. He has a degree from Oxford in the UK and a Masters from the Kellogg School of Management at Northwestern. Simon is the author of Strategic Project Portfolio Management (Wiley, 2009).
VP of Marketing
Sam leads the marketing team at FutureAdvisor. Previously he lead marketing for Personal Capital and ran online marketing for Scottrade. Sam is especially glad you found this site.
VP of Business Development
Joe is FutureAdvisor's head of business development. Prior to joining FutureAdvisor, he worked in both investment banking and private equity. Joe holds a bachelors degree in Economics and an MBA from Pennsylvania State University.
Director of Algorithms
Ephrat leads the Algorithms team at FutureAdvisor. She has a PhD from University of California at Berkeley in Industrial Engineering and Operations Research with a focus on Optimization Algorithms. Ephrat's expertise helps bring unbiased investment advice to clients across the country at unprecedented scale.
Director of Operations
Bryan leads the business operations and customer support teams at FutureAdvisor. Previously he was the logistics coordinator for the Around the Americas sailing expedition in collaboration with the Pacific Science Center. Bryan holds a degree in Engineering Science with a minor in Managerial Studies from Vanderbilt University.
Jeannie is an Operations Analyst at FutureAdvisor. She previously worked on the operations team at Altegris Investments. She holds a Bachelor's degree in Business Management from Rowan University.
Prior to joining FutureAdvisor Thara worked as an Operations Director at a boutique Equity Research Firm. She has in keen interest in using financial literacy and planning as a vehicle to empower more women to take the reins of their financial fate. Thara holds a degree in Political Economics from Barnard College, Columbia University.
Davis is an Operations Analyst at FutureAdvisor with a passion for data visualization. He has worked in market surveillance and private equity, in the Middle East, and holds a Bachelor of Science in Business in both Finance and International Business from the University of Minnesota - Curtis L. Carlson School of Management.
Software Engineering Team
Our software engineering team creates the beauty and simplicity that is FutureAdvisor: keeping clients engaged with their investments, while we do all the work.
Co-Founder & CTO
Jon is co-founder, interaction designer, and engineer at FutureAdvisor. Before founding FutureAdvisor, he worked on Exchange ActiveSync, Windows Live Mobile, and Windows Phone 7 at Microsoft. Jon holds a degree in Computer Science from MIT.
Clyde is a founding engineer at FutureAdvisor. He holds a Master's degree in Computer Science at MIT, doing his thesis in the Advanced Network Architecture Group. At Microsoft, Clyde was a principal designer and was a developer of the File Classification Infrastructure in Windows Server.
Jared is a founding engineer at FutureAdvisor who's been building applications using Ruby and the Rails framework since 2006. He builds highly scalable systems in the cloud; his most recent application served 45 concurrent requests per second at its peak.
Lisa is an engineer who has an avid interest in personal finance and economics. Before FutureAdvisor, Lisa was a backend engineer on the cloud services team at Microsoft. Lisa holds a degree in Computer Engineering from University of Waterloo.
Chris is a software engineer at FutureAdvisor. He holds a Bachelor's in Computer Engineering from University of Washington.