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FutureAdvisor was founded in 2010 when Bo Lu and Jon Xu, then at Microsoft, noticed that their friends were having trouble knowing how and where to invest. They realized that good financial advice is easy to apply at scale when powered by technology, and FutureAdvisor was born.
Bo leads business operations and strategy. Previously, Bo spent over five years at Microsoft, working in Product Planning and Program Management. Bo earned a degree in Computer Science from the University of Illinois Urbana-Champaign with a minor in Technology and Management, graduating with Highest Honors.
Chief Technology Officer
Jon serves as Co-Founder at FutureAdvisor, where he oversees the engineering organization. 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.
Chief Operating Officer
Kameron is responsible for company operations and business strategy. Previously, he led US Retail Technology for BlackRock, helping to drive the FutureAdvisor acquisition and integration into BlackRock Solutions. Kameron has an MBA from Northwestern’s Kellogg School of Management and a BA from Yale University.
Chief Compliance Officer
Shahriar oversees FutureAdvisor’s regulatory compliance. Previously, he was counsel at UBS and D. E. Shaw & Co., supporting the quant trading and swaps businesses. Prior to that, he led the U.S. Securities Exchange Commission’s private fund adviser and quant trading exam program and swaps rulemaking. Shahriar has a JD from American University, MTS from Harvard University, and BA from the University of Virginia.
Adam provides primary legal support to FutureAdvisor. Adam brings 15 years of legal experience in the asset management industry, including 11 years with BlackRock and Barclays Global Investors. Adam obtained his law degree from U.C. Davis, where he received Order of the Coif recognition for his academic achievement. Adam has also obtained a Master's Degree in Government Administration from the University of Pennsylvania and a BA in Philosophy from Vassar College.
Chief Information Security Officer
Will serves as FutureAdvisor's Chief Information Security Officer. He studied Information Sciences and Technology at Penn State University. Will brings 12+ years of technology operations and information security experience, most recently serving as the Information Security Officer at Omada Health, Inc. before joining FutureAdvisor.
Ephrat Bitton, Ph.D
Head of Algorithms
Ephrat serves as Principal Scientist at FutureAdvisor and leads the Algorithms team. Ephrat joined FutureAdvisor in 2012 as one of the earliest members of the team. Ephrat designs and builds the mathematical models used for automated portfolio management, and holds a Ph.D. from U.C. Berkeley in optimization algorithms. When not solving complicated math problems, she is usually off exploring the peaks of the vast Sierra wilderness.
Head of Business Development
Joe is Head of Sales and Business Development. He leads strategy, negotiations, and relationship management with partner financial institutions. Previously, Joe led business development for SecondMarket and worked in technology investment banking. Joe earned his BS in Economics and his MBA from Pennsylvania State University.
Head of Engineering
Brett serves as FutureAdvisor’s Head of Engineering. Most recently, Brett was CTO of Infrastructure at OPower, and has also worked in engineering at Amazon and Midway Games. Brett earned a BS in Computer Science from The University of Illinois at Urbana-Champaign.
Head of Marketing
Joe leads the Marketing, Enrollment and Advisory teams and has been with FutureAdvisor since its early days. Joe previously served as Director of Marketing Analytics at Personal Capital, and holds a BS in Applied Mathematics from U.C. Berkeley.
Head of Product
Matte serves as Head of Product, guiding product vision, direction, and execution. Matte is driven by an obsession to craft delightful product experiences that solve real human problems, and his nearly two-decade career includes product leadership roles at Hightail, AOL, and Yahoo. Matte earned his BA in Psychology from The University of Maryland.
Our Investment Council
FutureAdvisor's Investment Council is a team of industry leaders with diverse experience in both the public and private sectors. They have spent decades conducting primary research and managing billions of dollars of assets, and apply that expertise to help guide our investment strategy.
Simon Moore, CFA
Award-winning investment forecaster and researcher, frequent financial media contributor, seasoned financial management consultant
Former Chief Economist at the US Treasury, leading macroeconomic expert
Chief Investment Officer of Atlas Capital Advisors. Former CIO of the Stanford endowment, Hewlett-Packard, and the UAW Retiree Medical Benefits Trust
Former Director of Analytics, U.S. Department of the Treasury; top-selling author; financial industry veteran
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, data scientists, and our portfolio manager use software to monitor and manage our clients' investment accounts from a household-wide, long-term perspective. Our designers, engineers, marketers, and service specialists are hard at work to build the best possible client experience.
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